-10.6%
BITO vs SPOT
+103.6%
-114.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.2% |
| 7D | -3.4% | -3.1% | -0.4% | -2.5% |
| 30D | +21.4% | +7.4% | +14.0% | +18.5% |
| 3M | +20.5% | +8.2% | +12.3% | +17.0% |
| 6M | +7.4% | +2.2% | +5.2% | +4.8% |
| YTD | -13.9% | -9.5% | -4.4% | -13.2% |
| 1Y | -35.1% | -23.8% | -11.2% | -30.8% |
| 3Y | +156.8% | +233.5% | -76.6% | +48.8% |
| All | -10.6% | +103.6% | -114.1% | -48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 5y: compounded portfolio wealth divided by compounded SPOT 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…
5y analysis · Full analysis span regression · 6 months rolling