-10.6%
BITO vs OPEN
-88.4%
+77.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.7% | +5.3% | -0.6% |
| 7D | -5.8% | -10.5% | +4.7% | -4.6% |
| 30D | +21.1% | -21.8% | +42.9% | +24.4% |
| 3M | +23.5% | -37.5% | +61.0% | +29.5% |
| 6M | +8.3% | -44.1% | +52.4% | +14.2% |
| YTD | -13.9% | -52.0% | +38.1% | -8.1% |
| 1Y | -34.5% | -52.2% | +17.7% | -33.2% |
| 3Y | +147.0% | -25.9% | +172.9% | +106.6% |
| All | -10.6% | -88.4% | +77.8% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling