-29.5%
BITO vs MKSI
+27.2%
-56.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -9.3% | +4.2% | -3.4% |
| 7D | -5.9% | -18.2% | +12.3% | -2.6% |
| 30D | -11.5% | -37.2% | +25.6% | -4.6% |
| 3M | +15.6% | -43.5% | +59.1% | +26.4% |
| 6M | -8.9% | -38.4% | +29.5% | -6.4% |
| YTD | -15.9% | +10.9% | -26.8% | -24.9% |
| 1Y | -29.5% | +26.9% | -56.4% | -39.8% |
| All | -29.5% | +27.2% | -56.7% | -39.8% |
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