-35.1%
BITO vs SU
+67.3%
-102.4%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | -3.4% | +2.2% | -5.7% | -3.6% |
| 30D | +21.4% | +8.4% | +13.0% | +20.7% |
| 3M | +20.5% | +12.1% | +8.4% | +18.9% |
| 6M | +7.4% | +19.7% | -12.3% | +1.1% |
| YTD | -13.9% | +58.4% | -72.3% | -24.9% |
| 1Y | -35.1% | +67.2% | -102.3% | -44.9% |
| All | -35.1% | +67.3% | -102.4% | -44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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