+156.8%
BITO vs HUBS
-58.2%
+215.1%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.1% |
| 7D | -3.4% | -9.0% | +5.5% | -1.8% |
| 30D | +21.4% | +7.2% | +14.2% | +19.6% |
| 3M | +20.5% | +20.9% | -0.4% | +14.0% |
| 6M | +7.4% | -13.0% | +20.4% | +7.6% |
| YTD | -13.9% | -43.8% | +30.0% | -4.1% |
| 1Y | -35.1% | -54.6% | +19.6% | -23.7% |
| 3Y | +156.8% | -58.5% | +215.3% | +220.0% |
| All | +156.8% | -58.2% | +215.1% | +220.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 HUBS 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