-9.1%
BITO vs SUI
-29.3%
+20.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -1.3% |
| 7D | +1.5% | -3.1% | +4.7% | +2.7% |
| 30D | +20.0% | -2.3% | +22.3% | +20.9% |
| 3M | +22.8% | -2.8% | +25.6% | +23.5% |
| 6M | +13.1% | -12.4% | +25.5% | +18.2% |
| YTD | -12.5% | -3.3% | -9.2% | -11.8% |
| 1Y | -32.6% | -5.8% | -26.8% | -31.6% |
| 3Y | +151.0% | +12.5% | +138.6% | +131.1% |
| All | -9.1% | -29.3% | +20.2% | +2.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling