-34.5%
BITO vs ROIV
+203.5%
-238.0%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.1% | +0.7% | -0.9% |
| 7D | -5.8% | +19.0% | -24.8% | -10.1% |
| 30D | +21.1% | +16.1% | +5.0% | +16.3% |
| 3M | +23.5% | +44.1% | -20.6% | +10.1% |
| 6M | +8.3% | +37.8% | -29.6% | -2.5% |
| YTD | -13.9% | +88.7% | -102.5% | -31.9% |
| 1Y | -34.5% | +197.3% | -231.8% | -49.3% |
| All | -34.5% | +203.5% | -238.0% | -49.3% |
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