-10.6%
BITO vs SUI
-30.9%
+20.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.4% | -1.0% |
| 7D | -5.8% | -4.1% | -1.7% | -4.4% |
| 30D | +21.1% | -3.2% | +24.3% | +22.4% |
| 3M | +23.5% | -8.4% | +31.9% | +27.0% |
| 6M | +8.3% | -14.4% | +22.6% | +14.1% |
| YTD | -13.9% | -5.5% | -8.3% | -12.5% |
| 1Y | -34.5% | -7.3% | -27.2% | -33.2% |
| 3Y | +147.0% | +9.9% | +137.1% | +129.2% |
| All | -10.6% | -30.9% | +20.4% | +1.3% |
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