-34.5%
BITO vs MSCI
-2.9%
-31.7%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | -0.1% | -1.2% |
| 7D | -5.8% | -4.7% | -1.1% | -5.3% |
| 30D | +21.1% | -2.2% | +23.3% | +21.4% |
| 3M | +23.5% | -9.7% | +33.2% | +24.1% |
| 6M | +8.3% | +0.3% | +8.0% | +7.3% |
| YTD | -13.9% | -3.5% | -10.4% | -13.9% |
| 1Y | -34.5% | -1.4% | -33.2% | -34.2% |
| All | -34.5% | -2.9% | -31.7% | -34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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