-10.6%
BITO vs GEN
+29.4%
-40.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.3% |
| 7D | -3.4% | -1.3% | -2.2% | -3.0% |
| 30D | +21.4% | +6.1% | +15.3% | +19.0% |
| 3M | +20.5% | +27.0% | -6.5% | +11.0% |
| 6M | +7.4% | +43.9% | -36.5% | -6.4% |
| YTD | -13.9% | +13.0% | -26.9% | -18.2% |
| 1Y | -35.1% | +4.0% | -39.1% | -36.5% |
| 3Y | +156.8% | +66.2% | +90.6% | +110.2% |
| All | -10.6% | +29.4% | -40.0% | -24.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling