-9.1%
BITO vs EXR
-8.1%
-1.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.8% | -1.8% |
| 7D | +1.5% | -0.7% | +2.2% | +1.8% |
| 30D | +20.0% | -6.9% | +27.0% | +23.4% |
| 3M | +22.8% | -3.0% | +25.7% | +23.8% |
| 6M | +13.1% | -2.9% | +16.0% | +13.7% |
| YTD | -12.5% | +9.3% | -21.7% | -16.1% |
| 1Y | -32.6% | -0.9% | -31.6% | -32.9% |
| 3Y | +151.0% | +24.7% | +126.3% | +118.3% |
| All | -9.1% | -8.1% | -1.0% | -17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 all: compounded portfolio wealth divided by compounded EXR 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…
all analysis · Full analysis span regression · 6 months rolling