+160.3%
BITO vs ROIV
+230.5%
-70.2%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.4% |
| 7D | +1.1% | +22.3% | -21.3% | -2.4% |
| 30D | +21.8% | +16.9% | +4.9% | +18.5% |
| 3M | +25.0% | +43.9% | -18.9% | +17.0% |
| 6M | +11.3% | +41.6% | -30.2% | +4.3% |
| YTD | -12.7% | +92.7% | -105.4% | -22.5% |
| 1Y | -32.3% | +210.2% | -242.5% | -42.9% |
| All | +160.3% | +230.5% | -70.2% | +114.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling