+151.0%
BITO vs SWKS
-15.7%
+166.7%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.8% | -3.7% | -2.3% |
| 7D | +1.5% | +11.8% | -10.3% | -1.1% |
| 30D | +20.0% | +6.7% | +13.3% | +18.1% |
| 3M | +22.8% | 0.0% | +22.7% | +22.2% |
| 6M | +13.1% | +38.7% | -25.6% | +2.4% |
| YTD | -12.5% | +21.4% | -33.8% | -18.3% |
| 1Y | -32.6% | +2.9% | -35.5% | -34.2% |
| 3Y | +151.0% | -16.4% | +167.5% | +171.5% |
| All | +151.0% | -15.7% | +166.7% | +171.5% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling