-7.4%
BITO vs PWR
+455.4%
-462.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.7% | -3.2% | -2.7% |
| 7D | +2.9% | +3.6% | -0.7% | +1.5% |
| 30D | +22.6% | -8.6% | +31.2% | +26.4% |
| 3M | +24.7% | -13.2% | +37.8% | +30.1% |
| 6M | +7.5% | +9.9% | -2.4% | 0.0% |
| YTD | -10.8% | +48.0% | -58.8% | -27.7% |
| 1Y | -29.9% | +66.2% | -96.1% | -46.2% |
| 3Y | +158.9% | +195.1% | -36.2% | +43.5% |
| All | -7.4% | +455.4% | -462.8% | -65.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling