-29.9%
BITO vs RGEN
+45.2%
-75.1%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.2% | -1.3% | -2.2% |
| 7D | +2.9% | -4.9% | +7.8% | +3.8% |
| 30D | +22.6% | +5.7% | +16.9% | +21.7% |
| 3M | +24.7% | +32.4% | -7.8% | +19.0% |
| 6M | +7.5% | +33.2% | -25.7% | +1.6% |
| YTD | -10.8% | +2.3% | -13.1% | -10.0% |
| 1Y | -29.9% | +39.0% | -68.9% | -32.1% |
| All | -29.9% | +45.2% | -75.1% | -32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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