-20.9%
BITO vs PAAS
+60.2%
-81.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -3.4% |
| 7D | -9.2% | -8.9% | -0.3% | -7.1% |
| 30D | -15.9% | -11.4% | -4.5% | -13.5% |
| 3M | +7.3% | -20.4% | +27.8% | +13.2% |
| 6M | -15.2% | -40.7% | +25.5% | -4.8% |
| YTD | -23.8% | -26.9% | +3.2% | -19.7% |
| 1Y | -32.2% | -3.1% | -29.1% | -33.5% |
| 3Y | +55.1% | +199.3% | -144.2% | +5.2% |
| 5Y | -16.7% | +48.3% | -65.0% | -30.4% |
| All | -20.9% | +60.2% | -81.1% | -35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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