+156.8%
BITO vs INDA
+7.9%
+149.0%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.6% |
| 7D | -3.4% | -2.7% | -0.8% | -1.8% |
| 30D | +21.4% | -2.8% | +24.2% | +23.5% |
| 3M | +20.5% | +1.6% | +18.9% | +19.4% |
| 6M | +7.4% | -1.4% | +8.8% | +8.2% |
| YTD | -13.9% | -10.1% | -3.7% | -8.6% |
| 1Y | -35.1% | -8.8% | -26.3% | -31.8% |
| 3Y | +156.8% | +7.6% | +149.2% | +167.5% |
| All | +156.8% | +7.9% | +149.0% | +167.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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