+156.8%
BITO vs NXT
+90.7%
+66.1%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -1.9% | -0.2% |
| 7D | -3.4% | -1.9% | -1.5% | -3.2% |
| 30D | +21.4% | -20.0% | +41.5% | +24.9% |
| 3M | +20.5% | -30.7% | +51.2% | +25.9% |
| 6M | +7.4% | -29.0% | +36.3% | +10.8% |
| YTD | -13.9% | -4.8% | -9.0% | -14.7% |
| 1Y | -35.1% | +22.8% | -57.9% | -37.8% |
| 3Y | +156.8% | +93.9% | +62.9% | +141.0% |
| All | +156.8% | +90.7% | +66.1% | +141.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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