-23.4%
BITO vs IBKR
+10.3%
-33.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.5% | +2.4% | +2.6% |
| 7D | -1.9% | -6.8% | +4.8% | +2.3% |
| 30D | -6.7% | -12.5% | +5.8% | +1.0% |
| 3M | +23.1% | -12.0% | +35.1% | +32.0% |
| 6M | -2.0% | -4.5% | +2.5% | -1.9% |
| YTD | -11.4% | +21.5% | -32.8% | -25.8% |
| 1Y | -23.4% | +10.6% | -34.0% | -31.7% |
| All | -23.4% | +10.3% | -33.6% | -31.7% |
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