-35.1%
BITO vs SIMO
+239.1%
-274.2%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +7.2% | -7.2% | -0.5% |
| 7D | -3.4% | +11.0% | -14.5% | -4.2% |
| 30D | +21.4% | +17.9% | +3.5% | +19.6% |
| 3M | +20.5% | +3.9% | +16.6% | +18.9% |
| 6M | +7.4% | +131.0% | -123.6% | -6.2% |
| YTD | -13.9% | +209.3% | -223.2% | -31.7% |
| 1Y | -35.1% | +223.8% | -258.8% | -49.6% |
| All | -35.1% | +239.1% | -274.2% | -49.6% |
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