-35.1%
BITO vs RGEN
+38.7%
-73.8%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.1% |
| 7D | -3.4% | -1.4% | -2.0% | -3.2% |
| 30D | +21.4% | -0.3% | +21.7% | +21.6% |
| 3M | +20.5% | +23.9% | -3.4% | +16.6% |
| 6M | +7.4% | +38.5% | -31.2% | +0.3% |
| YTD | -13.9% | +0.8% | -14.7% | -12.9% |
| 1Y | -35.1% | +38.2% | -73.3% | -38.2% |
| All | -35.1% | +38.7% | -73.8% | -38.2% |
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