-23.4%
BITO vs IWD
+33.0%
-56.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.6% | +0.3% | -0.8% |
| 7D | -1.9% | +2.5% | -4.5% | -5.3% |
| 30D | -6.7% | +6.0% | -12.7% | -14.1% |
| 3M | +23.1% | +3.8% | +19.3% | +16.7% |
| 6M | -2.0% | +16.3% | -18.4% | -23.1% |
| YTD | -11.4% | +27.5% | -38.9% | -38.8% |
| 1Y | -23.4% | +32.8% | -56.2% | -51.0% |
| All | -23.4% | +33.0% | -56.4% | -51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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