-7.4%
BITO vs IBB
+36.3%
-43.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.6% | -1.7% |
| 7D | +2.9% | +1.4% | +1.5% | +1.7% |
| 30D | +22.6% | +10.5% | +12.1% | +12.6% |
| 3M | +24.7% | +23.6% | +1.0% | +3.7% |
| 6M | +7.5% | +22.6% | -15.2% | -10.2% |
| YTD | -10.8% | +25.7% | -36.5% | -27.1% |
| 1Y | -29.9% | +51.4% | -81.3% | -51.3% |
| 3Y | +158.9% | +64.4% | +94.5% | +64.0% |
| All | -7.4% | +36.3% | -43.6% | -32.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling