-7.4%
BITO vs IWD
+72.4%
-79.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -1.5% |
| 7D | +2.9% | -0.3% | +3.2% | +3.3% |
| 30D | +22.6% | +0.6% | +22.0% | +21.6% |
| 3M | +24.7% | +7.2% | +17.4% | +13.1% |
| 6M | +7.5% | +16.2% | -8.7% | -12.9% |
| YTD | -10.8% | +23.3% | -34.1% | -33.1% |
| 1Y | -29.9% | +29.6% | -59.5% | -50.8% |
| 3Y | +158.9% | +70.5% | +88.5% | +23.9% |
| All | -7.4% | +72.4% | -79.8% | -51.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling