-9.4%
BITO vs LPLA
+106.2%
-115.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | +1.1% | -1.5% | +2.6% | +1.6% |
| 30D | +21.8% | -6.0% | +27.7% | +24.0% |
| 3M | +25.0% | +21.4% | +3.6% | +17.1% |
| 6M | +11.3% | +12.1% | -0.7% | +6.3% |
| YTD | -12.7% | -1.8% | -10.9% | -12.9% |
| 1Y | -32.3% | +3.2% | -35.5% | -33.7% |
| 3Y | +150.3% | +45.9% | +104.4% | +116.2% |
| All | -9.4% | +106.2% | -115.5% | -42.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling