-9.1%
BITO vs HAS
+18.4%
-27.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.5% | -1.1% |
| 7D | +1.5% | -3.1% | +4.6% | +2.6% |
| 30D | +20.0% | -2.7% | +22.7% | +21.0% |
| 3M | +22.8% | +8.9% | +13.8% | +18.7% |
| 6M | +13.1% | -2.9% | +16.0% | +13.1% |
| YTD | -12.5% | +12.6% | -25.1% | -17.5% |
| 1Y | -32.6% | +17.5% | -50.0% | -37.6% |
| 3Y | +151.0% | +46.2% | +104.8% | +109.1% |
| All | -9.1% | +18.4% | -27.5% | -3.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling