+156.8%
BITO vs NVT
+190.9%
-34.1%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.6% | -4.6% | -1.4% |
| 7D | -3.4% | +4.1% | -7.5% | -4.7% |
| 30D | +21.4% | -5.1% | +26.5% | +22.9% |
| 3M | +20.5% | -1.2% | +21.7% | +19.3% |
| 6M | +7.4% | +46.6% | -39.2% | -8.2% |
| YTD | -13.9% | +60.0% | -73.9% | -28.7% |
| 1Y | -35.1% | +70.8% | -105.9% | -47.5% |
| 3Y | +156.8% | +187.5% | -30.7% | +77.6% |
| All | +156.8% | +190.9% | -34.1% | +77.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 3y: compounded portfolio wealth divided by compounded NVT 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…
3y analysis · Full analysis span regression · 6 months rolling