+156.8%
BITO vs SPMO
+155.8%
+1.0%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.4% |
| 7D | -3.4% | -0.9% | -2.5% | -2.8% |
| 30D | +21.4% | -1.9% | +23.3% | +23.0% |
| 3M | +20.5% | -1.4% | +21.9% | +19.8% |
| 6M | +7.4% | +25.5% | -18.1% | -14.4% |
| YTD | -13.9% | +24.8% | -38.7% | -30.6% |
| 1Y | -35.1% | +24.5% | -59.6% | -47.4% |
| 3Y | +156.8% | +157.1% | -0.3% | +33.3% |
| All | +156.8% | +155.8% | +1.0% | +33.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling