+255.8%
BITO vs GEHC
+2.6%
+253.2%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | +0.1% | -1.1% |
| 7D | -5.8% | -7.9% | +2.0% | -4.3% |
| 30D | +21.1% | -11.7% | +32.8% | +24.0% |
| 3M | +23.5% | +0.8% | +22.7% | +22.8% |
| 6M | +8.3% | -11.6% | +19.9% | +10.4% |
| YTD | -13.9% | -21.6% | +7.7% | -10.1% |
| 1Y | -34.5% | -15.3% | -19.2% | -32.9% |
| 3Y | +147.0% | -0.5% | +147.5% | +143.9% |
| All | +255.8% | +2.6% | +253.2% | +247.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 GEHC 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