-29.9%
BITO vs HRB
+1.1%
-31.0%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.0% | +1.5% | -2.5% |
| 7D | +2.9% | -5.7% | +8.5% | +2.8% |
| 30D | +22.6% | +7.9% | +14.7% | +22.9% |
| 3M | +24.7% | +32.1% | -7.5% | +25.8% |
| 6M | +7.5% | +62.2% | -54.8% | +8.1% |
| YTD | -10.8% | +16.4% | -27.2% | -14.5% |
| 1Y | -29.9% | -0.3% | -29.6% | -35.7% |
| All | -29.9% | +1.1% | -31.0% | -35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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