+160.3%
BITO vs HAS
+43.5%
+116.8%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | 0.0% |
| 7D | +1.1% | -4.8% | +5.9% | +2.1% |
| 30D | +21.8% | -5.1% | +26.9% | +23.0% |
| 3M | +25.0% | +6.4% | +18.6% | +23.0% |
| 6M | +11.3% | -5.6% | +17.0% | +12.1% |
| YTD | -12.7% | +11.0% | -23.7% | -15.7% |
| 1Y | -32.3% | +16.8% | -49.1% | -35.6% |
| All | +160.3% | +43.5% | +116.8% | +124.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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