-29.7%
BITO vs QLD
+13.4%
-43.1%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.7% | -4.0% |
| 7D | -6.3% | +12.5% | -18.8% | -11.8% |
| 30D | -14.6% | -15.7% | +1.1% | -7.2% |
| 3M | +11.4% | -11.9% | +23.4% | +18.1% |
| 6M | -13.3% | -10.3% | -3.1% | -11.2% |
| YTD | -20.9% | +15.6% | -36.5% | -33.9% |
| All | -29.7% | +13.4% | -43.1% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 1y: compounded portfolio wealth divided by compounded QLD 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…
1y analysis · Full analysis span regression · 6 months rolling