-29.9%
BITO vs MKSI
+162.5%
-192.4%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +4.3% | -6.7% | -3.3% |
| 7D | +2.9% | +1.8% | +1.1% | +2.5% |
| 30D | +22.6% | -16.8% | +39.4% | +26.8% |
| 3M | +24.7% | -21.1% | +45.8% | +26.3% |
| 6M | +7.5% | +10.8% | -3.4% | -2.8% |
| YTD | -10.8% | +63.3% | -74.1% | -28.5% |
| 1Y | -29.9% | +157.0% | -186.9% | -50.6% |
| All | -29.9% | +162.5% | -192.4% | -50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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