-29.9%
BITO vs FND
-36.4%
+6.4%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.7% | -4.2% | -2.7% |
| 7D | +2.9% | -5.2% | +8.1% | +3.5% |
| 30D | +22.6% | -19.9% | +42.5% | +25.8% |
| 3M | +24.7% | +2.7% | +21.9% | +22.6% |
| 6M | +7.5% | -21.7% | +29.1% | +11.1% |
| YTD | -10.8% | -17.5% | +6.7% | -7.9% |
| 1Y | -29.9% | -39.3% | +9.4% | -21.9% |
| All | -29.9% | -36.4% | +6.4% | -21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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