-32.2%
BITO vs OVV
+75.5%
-107.7%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.8% | -4.4% | -3.6% |
| 7D | -9.2% | +8.0% | -17.3% | -9.1% |
| 30D | -15.9% | -2.0% | -13.9% | -16.0% |
| 3M | +7.3% | +5.4% | +1.9% | +7.1% |
| 6M | -15.2% | +14.3% | -29.5% | -15.9% |
| YTD | -23.8% | +69.4% | -93.2% | -31.8% |
| 1Y | -32.2% | +72.4% | -104.6% | -39.4% |
| All | -32.2% | +75.5% | -107.7% | -39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 1y: compounded portfolio wealth divided by compounded OVV 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…
1y analysis · Full analysis span regression · 6 months rolling