-10.6%
BITO vs QID
-80.5%
+69.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.3% | -3.6% | -0.1% |
| 7D | -5.8% | +2.7% | -8.6% | -4.5% |
| 30D | +21.1% | +3.3% | +17.8% | +23.4% |
| 3M | +23.5% | -5.5% | +29.0% | +21.5% |
| 6M | +8.3% | -28.4% | +36.7% | -6.6% |
| YTD | -13.9% | -26.6% | +12.7% | -23.6% |
| 1Y | -34.5% | -34.1% | -0.4% | -44.2% |
| 3Y | +147.0% | -73.7% | +220.7% | +46.1% |
| All | -10.6% | -80.5% | +69.9% | -37.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling