+156.8%
BITO vs FISV
-57.6%
+214.5%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.4% | -5.4% | -1.0% |
| 7D | -3.4% | -2.7% | -0.8% | -3.0% |
| 30D | +21.4% | 0.0% | +21.4% | +21.2% |
| 3M | +20.5% | -2.8% | +23.3% | +20.4% |
| 6M | +7.4% | -11.8% | +19.2% | +9.1% |
| YTD | -13.9% | -23.2% | +9.3% | -10.1% |
| 1Y | -35.1% | -62.0% | +26.9% | -23.9% |
| 3Y | +156.8% | -57.6% | +214.4% | +125.8% |
| All | +156.8% | -57.6% | +214.5% | +125.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 3y: compounded portfolio wealth divided by compounded FISV 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…
3y analysis · Full analysis span regression · 6 months rolling