-10.6%
BITO vs RMD
-13.0%
+2.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.2% |
| 7D | -3.4% | -4.4% | +1.0% | -2.1% |
| 30D | +21.4% | -3.1% | +24.6% | +22.6% |
| 3M | +20.5% | +13.8% | +6.7% | +15.1% |
| 6M | +7.4% | -8.6% | +16.0% | +9.9% |
| YTD | -13.9% | -8.6% | -5.2% | -12.0% |
| 1Y | -35.1% | -19.7% | -15.4% | -30.8% |
| 3Y | +156.8% | +48.4% | +108.4% | +107.4% |
| All | -10.6% | -13.0% | +2.4% | -14.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling