-10.6%
BITO vs QID
-80.8%
+70.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.8% | +1.8% | -0.9% |
| 7D | -3.4% | +1.3% | -4.7% | -2.8% |
| 30D | +21.4% | +2.9% | +18.5% | +23.5% |
| 3M | +20.5% | -0.7% | +21.2% | +21.6% |
| 6M | +7.4% | -29.7% | +37.1% | -8.2% |
| YTD | -13.9% | -27.9% | +14.0% | -24.3% |
| 1Y | -35.1% | -34.6% | -0.5% | -44.9% |
| 3Y | +156.8% | -73.5% | +230.4% | +52.7% |
| All | -10.6% | -80.8% | +70.3% | -38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 5y: compounded portfolio wealth divided by compounded QID 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…
5y analysis · Full analysis span regression · 6 months rolling