-35.1%
BITO vs EXPD
+60.5%
-95.5%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.2% |
| 7D | -3.4% | +2.0% | -5.5% | -3.7% |
| 30D | +21.4% | +4.4% | +17.0% | +20.8% |
| 3M | +20.5% | +15.7% | +4.8% | +18.4% |
| 6M | +7.4% | +37.5% | -30.1% | +2.9% |
| YTD | -13.9% | +29.9% | -43.8% | -16.0% |
| 1Y | -35.1% | +57.8% | -92.8% | -33.5% |
| All | -35.1% | +60.5% | -95.5% | -33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded EXPD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling