+156.8%
BITO vs SIRI
-22.6%
+179.4%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.1% |
| 7D | -3.4% | +0.6% | -4.0% | -3.5% |
| 30D | +21.4% | +2.5% | +18.9% | +21.1% |
| 3M | +20.5% | +6.6% | +13.9% | +19.8% |
| 6M | +7.4% | +32.9% | -25.5% | +5.1% |
| YTD | -13.9% | +50.5% | -64.3% | -16.7% |
| 1Y | -35.1% | +28.0% | -63.0% | -36.3% |
| 3Y | +156.8% | -22.4% | +179.2% | +148.6% |
| All | +156.8% | -22.6% | +179.4% | +148.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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