-29.9%
BITO vs SPMO
+29.9%
-59.8%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.6% | -4.0% | -3.5% |
| 7D | +2.9% | +2.0% | +0.9% | +1.5% |
| 30D | +22.6% | -0.4% | +23.0% | +22.6% |
| 3M | +24.7% | -1.9% | +26.5% | +23.9% |
| 6M | +7.5% | +25.0% | -17.6% | -21.2% |
| YTD | -10.8% | +26.0% | -36.8% | -35.5% |
| 1Y | -29.9% | +28.7% | -58.6% | -48.1% |
| All | -29.9% | +29.9% | -59.8% | -48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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