-10.6%
BITO vs FLEX
+652.0%
-662.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.1% | +2.8% | -0.2% |
| 7D | -5.8% | +0.1% | -5.9% | -5.9% |
| 30D | +21.1% | -11.8% | +32.9% | +24.9% |
| 3M | +23.5% | -22.6% | +46.1% | +29.8% |
| 6M | +8.3% | +77.3% | -69.1% | -19.6% |
| YTD | -13.9% | +78.8% | -92.6% | -36.6% |
| 1Y | -34.5% | +86.1% | -120.6% | -53.0% |
| 3Y | +147.0% | +446.2% | -299.2% | +4.7% |
| All | -10.6% | +652.0% | -662.6% | -71.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 5y: compounded portfolio wealth divided by compounded FLEX 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…
5y analysis · Full analysis span regression · 6 months rolling