-23.4%
BITO vs ROIV
+97.8%
-121.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +6.1% | -3.2% | +1.4% |
| 7D | -1.9% | +3.0% | -4.9% | -2.6% |
| 30D | -6.7% | +6.8% | -13.6% | -8.3% |
| 3M | +23.1% | +10.5% | +12.5% | +18.8% |
| 6M | -2.0% | +34.8% | -36.8% | -12.6% |
| YTD | -11.4% | +76.2% | -87.6% | -30.7% |
| 1Y | -23.4% | +92.4% | -115.8% | -42.8% |
| All | -23.4% | +97.8% | -121.2% | -42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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