+156.8%
BITO vs SHW
+19.9%
+137.0%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -1.1% |
| 7D | -5.8% | -4.5% | -1.4% | -4.8% |
| 30D | +21.1% | -12.7% | +33.8% | +25.0% |
| 3M | +23.5% | +4.7% | +18.8% | +21.5% |
| 6M | +8.3% | -3.4% | +11.7% | +8.7% |
| YTD | -13.9% | -1.3% | -12.5% | -14.3% |
| 1Y | -34.5% | -10.4% | -24.2% | -33.1% |
| All | +156.8% | +19.9% | +137.0% | +171.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 SHW 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