+69.2%
BITO vs SWKS
+3.5%
+65.7%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.4% |
| 7D | -2.4% | -2.7% | +0.4% | -1.9% |
| 30D | -9.5% | +8.5% | -18.0% | -10.9% |
| 3M | +13.5% | +17.3% | -3.8% | +8.3% |
| 6M | -8.6% | +25.1% | -33.7% | -15.1% |
| YTD | -17.2% | +33.3% | -50.6% | -25.1% |
| 1Y | -30.5% | +22.9% | -53.4% | -35.6% |
| 3Y | +69.2% | +5.5% | +63.7% | +66.5% |
| All | +69.2% | +3.5% | +65.7% | +66.5% |
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 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