-23.4%
BITO vs GEN
+20.2%
-43.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.0% | -1.1% | +2.3% |
| 7D | -1.9% | +26.9% | -28.8% | -5.5% |
| 30D | -6.7% | +38.6% | -45.4% | -11.6% |
| 3M | +23.1% | +9.7% | +13.3% | +21.6% |
| 6M | -2.0% | +58.9% | -60.9% | -13.1% |
| YTD | -11.4% | +15.3% | -26.7% | -15.2% |
| 1Y | -23.4% | +21.8% | -45.1% | -27.2% |
| All | -23.4% | +20.2% | -43.5% | -27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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