+55.1%
BITO vs PWR
+247.1%
-192.0%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.7% | -2.9% | -3.4% |
| 7D | -9.2% | +11.3% | -20.5% | -12.0% |
| 30D | -15.9% | -8.9% | -7.1% | -14.4% |
| 3M | +7.3% | -10.5% | +17.8% | +9.3% |
| 6M | -15.2% | -22.2% | +7.0% | -10.1% |
| YTD | -23.8% | +42.7% | -66.5% | -35.3% |
| 1Y | -32.2% | +41.1% | -73.3% | -42.2% |
| 3Y | +55.1% | +242.7% | -187.7% | +29.7% |
| All | +55.1% | +247.1% | -192.0% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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