-29.9%
BITO vs IBKR
+45.1%
-75.0%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.2% |
| 7D | +2.9% | -3.3% | +6.2% | +4.7% |
| 30D | +22.6% | +4.5% | +18.1% | +18.8% |
| 3M | +24.7% | +6.5% | +18.2% | +18.6% |
| 6M | +7.5% | +34.2% | -26.7% | -13.1% |
| YTD | -10.8% | +44.5% | -55.3% | -30.5% |
| 1Y | -29.9% | +44.7% | -74.6% | -44.4% |
| All | -29.9% | +45.1% | -75.0% | -44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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