-29.9%
BITO vs HBM
+123.0%
-152.9%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.5% | -2.2% |
| 7D | +2.9% | -6.4% | +9.2% | +4.6% |
| 30D | +22.6% | +5.9% | +16.7% | +20.8% |
| 3M | +24.7% | -8.9% | +33.6% | +26.1% |
| 6M | +7.5% | +10.7% | -3.2% | +2.7% |
| YTD | -10.8% | +38.3% | -49.1% | -21.4% |
| 1Y | -29.9% | +121.3% | -151.2% | -46.6% |
| All | -29.9% | +123.0% | -152.9% | -46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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