-23.4%
BITO vs SWKS
+14.2%
-37.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.9% | +5.8% | +3.1% |
| 7D | -1.9% | -4.9% | +3.0% | -1.6% |
| 30D | -6.7% | -1.2% | -5.6% | -6.7% |
| 3M | +23.1% | +24.2% | -1.1% | +19.2% |
| 6M | -2.0% | +21.5% | -23.5% | -5.3% |
| YTD | -11.4% | +33.5% | -44.9% | -15.0% |
| 1Y | -23.4% | +18.9% | -42.3% | -20.0% |
| All | -23.4% | +14.2% | -37.5% | -20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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