+156.8%
BITO vs FND
-50.3%
+207.1%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.2% |
| 7D | -3.4% | -5.8% | +2.3% | -2.5% |
| 30D | +21.4% | -20.2% | +41.6% | +25.9% |
| 3M | +20.5% | -12.0% | +32.5% | +22.2% |
| 6M | +7.4% | -18.5% | +25.9% | +10.0% |
| YTD | -13.9% | -22.3% | +8.4% | -11.0% |
| 1Y | -35.1% | -47.6% | +12.6% | -27.7% |
| 3Y | +156.8% | -49.8% | +206.6% | +187.5% |
| All | +156.8% | -50.3% | +207.1% | +187.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling