+55.1%
BITO vs RACE
+24.7%
+30.4%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.4% | -5.0% | -4.0% |
| 7D | -9.2% | -1.2% | -8.0% | -8.9% |
| 30D | -15.9% | +6.1% | -22.1% | -17.2% |
| 3M | +7.3% | -0.3% | +7.6% | +7.4% |
| 6M | -15.2% | +23.4% | -38.6% | -19.7% |
| YTD | -23.8% | +12.5% | -36.3% | -26.5% |
| 1Y | -32.2% | -0.5% | -31.7% | -32.1% |
| 3Y | +55.1% | +23.6% | +31.5% | +51.5% |
| All | +55.1% | +24.7% | +30.4% | +51.5% |
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