-14.2%
BITO vs SUI
-28.2%
+14.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.1% | +1.6% |
| 7D | -7.0% | -2.4% | -4.6% | -6.3% |
| 30D | -10.2% | +3.3% | -13.5% | -11.5% |
| 3M | +16.2% | +0.7% | +15.5% | +15.4% |
| 6M | -10.7% | -4.1% | -6.6% | -10.1% |
| YTD | -17.4% | -1.8% | -15.6% | -17.5% |
| 1Y | -29.9% | -4.1% | -25.9% | -29.5% |
| 3Y | +65.4% | +17.4% | +48.0% | +49.4% |
| 5Y | -10.8% | -27.0% | +16.2% | +1.7% |
| All | -14.2% | -28.2% | +14.0% | -4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling