+55.1%
BITO vs IBB
+86.1%
-31.0%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.1% | -3.3% |
| 7D | -9.2% | -0.5% | -8.7% | -8.9% |
| 30D | -15.9% | +4.6% | -20.5% | -18.2% |
| 3M | +7.3% | +6.8% | +0.5% | +2.6% |
| 6M | -15.2% | +23.1% | -38.3% | -26.4% |
| YTD | -23.8% | +26.0% | -49.8% | -35.0% |
| 1Y | -32.2% | +30.4% | -62.6% | -43.4% |
| 3Y | +55.1% | +85.4% | -30.4% | +18.1% |
| All | +55.1% | +86.1% | -31.0% | +18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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