-10.6%
BITO vs OPEN
-88.4%
+77.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | -3.4% | -11.4% | +8.0% | -2.1% |
| 30D | +21.4% | -20.1% | +41.5% | +24.4% |
| 3M | +20.5% | -37.6% | +58.1% | +26.3% |
| 6M | +7.4% | -47.1% | +54.4% | +14.0% |
| YTD | -13.9% | -52.1% | +38.3% | -8.1% |
| 1Y | -35.1% | -73.5% | +38.4% | -27.3% |
| 3Y | +156.8% | -24.4% | +181.2% | +113.9% |
| All | -10.6% | -88.4% | +77.9% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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