+156.8%
BITO vs IBN
+27.4%
+129.4%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -1.9% | -0.5% |
| 7D | -3.4% | -3.0% | -0.4% | -2.7% |
| 30D | +21.4% | -1.5% | +22.9% | +21.9% |
| 3M | +20.5% | +7.9% | +12.6% | +18.2% |
| 6M | +7.4% | +8.6% | -1.3% | +5.0% |
| YTD | -13.9% | -0.6% | -13.3% | -14.3% |
| 1Y | -35.1% | -7.3% | -27.7% | -34.6% |
| 3Y | +156.8% | +26.2% | +130.6% | +138.5% |
| All | +156.8% | +27.4% | +129.4% | +138.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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