-9.4%
BITO vs GEN
+27.3%
-36.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | +1.1% | -2.9% | +4.0% | +2.1% |
| 30D | +21.8% | +2.1% | +19.7% | +20.9% |
| 3M | +25.0% | +19.7% | +5.3% | +17.4% |
| 6M | +11.3% | +33.3% | -21.9% | -0.2% |
| YTD | -12.7% | +11.1% | -23.8% | -16.6% |
| 1Y | -32.3% | +3.0% | -35.3% | -33.6% |
| 3Y | +150.3% | +57.9% | +92.5% | +109.0% |
| All | -9.4% | +27.3% | -36.7% | -22.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling