+8.3%
BITO vs SPXU
-28.5%
+36.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.8% | -3.2% | -0.6% |
| 7D | -5.8% | +6.4% | -12.2% | -3.3% |
| 30D | +21.1% | +5.9% | +15.2% | +24.2% |
| 3M | +23.5% | -11.7% | +35.2% | +18.0% |
| 6M | +8.3% | -28.7% | +37.0% | -3.9% |
| All | +8.3% | -28.5% | +36.8% | -3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 6mo: compounded portfolio wealth divided by compounded SPXU 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…
6mo analysis · Full analysis span regression · 6 months rolling