+151.0%
BITO vs SUI
+12.1%
+139.0%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -1.5% |
| 7D | +1.5% | -3.1% | +4.7% | +2.2% |
| 30D | +20.0% | -2.3% | +22.3% | +20.6% |
| 3M | +22.8% | -2.8% | +25.6% | +23.2% |
| 6M | +13.1% | -12.4% | +25.5% | +16.4% |
| YTD | -12.5% | -3.3% | -9.2% | -11.9% |
| 1Y | -32.6% | -5.8% | -26.8% | -31.8% |
| 3Y | +151.0% | +12.5% | +138.6% | +160.5% |
| All | +151.0% | +12.1% | +139.0% | +160.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling