-29.9%
BITO vs NTR
+43.1%
-73.0%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.6% | -0.9% | -2.3% |
| 7D | +2.9% | +8.1% | -5.2% | +1.9% |
| 30D | +22.6% | +18.8% | +3.8% | +20.3% |
| 3M | +24.7% | +16.2% | +8.4% | +22.5% |
| 6M | +7.5% | +9.8% | -2.3% | +4.8% |
| YTD | -10.8% | +30.9% | -41.7% | -16.9% |
| 1Y | -29.9% | +41.8% | -71.7% | -35.4% |
| All | -29.9% | +43.1% | -73.0% | -35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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