-9.1%
BITO vs QLD
+128.5%
-137.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.8% |
| 7D | +1.5% | +3.0% | -1.4% | 0.0% |
| 30D | +20.0% | -1.8% | +21.9% | +21.1% |
| 3M | +22.8% | -1.8% | +24.6% | +22.2% |
| 6M | +13.1% | +36.9% | -23.8% | -6.5% |
| YTD | -12.5% | +28.7% | -41.1% | -24.9% |
| 1Y | -32.6% | +41.9% | -74.5% | -45.1% |
| 3Y | +151.0% | +184.2% | -33.2% | +32.6% |
| All | -9.1% | +128.5% | -137.6% | -44.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling