-29.9%
BITO vs SIMO
+226.2%
-256.1%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +8.7% | -11.2% | -3.1% |
| 7D | +2.9% | +4.2% | -1.3% | +2.5% |
| 30D | +22.6% | +4.1% | +18.5% | +21.8% |
| 3M | +24.7% | -12.9% | +37.5% | +24.8% |
| 6M | +7.5% | +110.3% | -102.9% | -5.7% |
| YTD | -10.8% | +178.6% | -189.4% | -28.6% |
| 1Y | -29.9% | +220.0% | -249.9% | -47.0% |
| All | -29.9% | +226.2% | -256.1% | -47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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