-9.1%
BITO vs OPEN
-87.3%
+78.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.5% | +0.7% | -1.6% |
| 7D | +1.5% | +1.0% | +0.6% | +1.4% |
| 30D | +20.0% | -11.9% | +31.9% | +21.6% |
| 3M | +22.8% | -28.8% | +51.5% | +26.8% |
| 6M | +13.1% | -38.6% | +51.7% | +18.1% |
| YTD | -12.5% | -47.3% | +34.9% | -7.5% |
| 1Y | -32.6% | -49.2% | +16.6% | -31.6% |
| 3Y | +151.0% | -18.8% | +169.8% | +107.8% |
| All | -9.1% | -87.3% | +78.2% | -27.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling