-10.6%
BITO vs SPXU
-85.2%
+74.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.8% | -3.2% | -0.5% |
| 7D | -5.8% | +6.4% | -12.2% | -3.0% |
| 30D | +21.1% | +5.9% | +15.2% | +24.6% |
| 3M | +23.5% | -11.7% | +35.2% | +17.8% |
| 6M | +8.3% | -28.7% | +37.0% | -4.9% |
| YTD | -13.9% | -26.4% | +12.5% | -22.0% |
| 1Y | -34.5% | -35.2% | +0.7% | -43.3% |
| 3Y | +147.0% | -79.8% | +226.8% | +43.8% |
| All | -10.6% | -85.2% | +74.6% | -39.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling