-16.2%
BITO vs ROIV
+380.3%
-396.5%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.2% | -2.4% | -3.4% |
| 7D | -9.2% | +1.7% | -10.9% | -9.5% |
| 30D | -15.9% | +17.6% | -33.5% | -18.2% |
| 3M | +7.3% | +9.0% | -1.6% | +5.2% |
| 6M | -15.2% | +35.3% | -50.5% | -20.2% |
| YTD | -23.8% | +82.2% | -105.9% | -31.9% |
| 1Y | -32.2% | +92.3% | -124.5% | -40.0% |
| 3Y | +55.1% | +336.8% | -281.7% | +19.7% |
| All | -16.2% | +380.3% | -396.5% | -47.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling