+151.0%
BITO vs MOS
-21.8%
+172.9%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.6% | -4.5% | -2.3% |
| 7D | +1.5% | +7.1% | -5.5% | +0.4% |
| 30D | +20.0% | +15.0% | +5.0% | +17.2% |
| 3M | +22.8% | +24.1% | -1.3% | +18.2% |
| 6M | +13.1% | +2.7% | +10.4% | +11.4% |
| YTD | -12.5% | +12.2% | -24.6% | -15.3% |
| 1Y | -32.6% | -16.3% | -16.3% | -31.2% |
| 3Y | +151.0% | -23.3% | +174.3% | +152.9% |
| All | +151.0% | -21.8% | +172.9% | +152.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MOS 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling