-9.4%
BITO vs MPWR
+151.9%
-161.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | +0.1% |
| 7D | +1.1% | -1.3% | +2.3% | +1.4% |
| 30D | +21.8% | -12.8% | +34.6% | +26.7% |
| 3M | +25.0% | -21.3% | +46.3% | +32.4% |
| 6M | +11.3% | +13.7% | -2.4% | +3.5% |
| YTD | -12.7% | +33.3% | -46.0% | -23.3% |
| 1Y | -32.3% | +41.3% | -73.6% | -42.0% |
| 3Y | +150.3% | +145.8% | +4.5% | +56.2% |
| All | -9.4% | +151.9% | -161.2% | -43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MPWR.
Daily Out/Under-Performance
Portfolio return minus MPWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPWR 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 10y: compounded portfolio wealth divided by compounded MPWR 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…
10y analysis · Full analysis span regression · 6 months rolling