-29.9%
BITO vs SMTC
+154.8%
-184.7%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +9.2% | -11.7% | -3.5% |
| 7D | +2.9% | +12.7% | -9.9% | +1.4% |
| 30D | +22.6% | +22.0% | +0.6% | +18.9% |
| 3M | +24.7% | -12.7% | +37.3% | +25.6% |
| 6M | +7.5% | +64.8% | -57.3% | -4.3% |
| YTD | -10.8% | +100.7% | -111.5% | -23.0% |
| 1Y | -29.9% | +146.9% | -176.8% | -39.2% |
| All | -29.9% | +154.8% | -184.7% | -39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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