+155.8%
BITO vs SWKS
-17.2%
+173.0%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.5% | -6.0% | -3.2% |
| 7D | +2.9% | +12.5% | -9.6% | +0.1% |
| 30D | +22.6% | +10.5% | +12.1% | +19.7% |
| 3M | +24.7% | -7.4% | +32.0% | +26.3% |
| 6M | +7.5% | +32.7% | -25.2% | -1.6% |
| YTD | -10.8% | +19.2% | -30.0% | -16.3% |
| 1Y | -29.9% | +2.4% | -32.3% | -31.6% |
| All | +155.8% | -17.2% | +173.0% | +177.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling