+156.8%
BITO vs PNC
+131.1%
+25.7%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.2% |
| 7D | -3.4% | -0.6% | -2.9% | -3.2% |
| 30D | +21.4% | -4.4% | +25.8% | +23.7% |
| 3M | +20.5% | +5.2% | +15.3% | +17.0% |
| 6M | +7.4% | +20.6% | -13.3% | -3.1% |
| YTD | -13.9% | +19.8% | -33.6% | -22.2% |
| 1Y | -35.1% | +24.4% | -59.5% | -42.6% |
| 3Y | +156.8% | +131.2% | +25.6% | +93.7% |
| All | +156.8% | +131.1% | +25.7% | +93.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 3y: compounded portfolio wealth divided by compounded PNC 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…
3y analysis · Full analysis span regression · 6 months rolling