-29.9%
BITO vs RMD
-14.6%
-15.3%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.4% |
| 7D | +2.9% | -5.0% | +7.9% | +3.8% |
| 30D | +22.6% | +2.2% | +20.4% | +22.1% |
| 3M | +24.7% | +17.8% | +6.8% | +21.0% |
| 6M | +7.5% | -11.3% | +18.8% | +14.0% |
| YTD | -10.8% | -4.4% | -6.4% | -7.1% |
| 1Y | -29.9% | -15.7% | -14.2% | -22.0% |
| All | -29.9% | -14.6% | -15.3% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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