+160.3%
BITO vs RACE
+38.2%
+122.1%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.1% |
| 7D | +1.1% | -2.6% | +3.7% | +1.8% |
| 30D | +21.8% | -1.1% | +22.9% | +22.2% |
| 3M | +25.0% | +12.5% | +12.5% | +21.4% |
| 6M | +11.3% | +17.4% | -6.1% | +6.7% |
| YTD | -12.7% | +10.1% | -22.8% | -15.4% |
| 1Y | -32.3% | -15.1% | -17.2% | -29.3% |
| All | +160.3% | +38.2% | +122.1% | +144.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 3y: compounded portfolio wealth divided by compounded RACE 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…
3y analysis · Full analysis span regression · 6 months rolling