+156.8%
BITO vs SCCO
+177.0%
-20.2%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -3.4% | -2.7% | -0.8% | -2.9% |
| 30D | +21.4% | -0.7% | +22.1% | +21.4% |
| 3M | +20.5% | +8.1% | +12.4% | +17.6% |
| 6M | +7.4% | +4.1% | +3.3% | +4.9% |
| YTD | -13.9% | +41.1% | -55.0% | -22.9% |
| 1Y | -35.1% | +95.6% | -130.6% | -46.6% |
| 3Y | +156.8% | +179.3% | -22.4% | +94.8% |
| All | +156.8% | +177.0% | -20.2% | +94.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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