+156.8%
BITO vs LPLA
+46.5%
+110.3%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -1.9% | -0.5% |
| 7D | -3.4% | -1.5% | -1.9% | -3.0% |
| 30D | +21.4% | -6.0% | +27.4% | +23.5% |
| 3M | +20.5% | +24.0% | -3.5% | +12.5% |
| 6M | +7.4% | +17.0% | -9.6% | +1.3% |
| YTD | -13.9% | -0.7% | -13.2% | -14.1% |
| 1Y | -35.1% | +2.1% | -37.2% | -35.8% |
| 3Y | +156.8% | +48.7% | +108.1% | +148.1% |
| All | +156.8% | +46.5% | +110.3% | +148.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 LPLA 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