+156.8%
BITO vs TECH
+1.2%
+155.6%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -3.4% | -0.4% | -3.0% | -3.4% |
| 30D | +21.4% | 0.0% | +21.5% | +21.4% |
| 3M | +20.5% | +33.7% | -13.2% | +14.2% |
| 6M | +7.4% | +34.9% | -27.5% | +0.7% |
| YTD | -13.9% | +23.2% | -37.0% | -17.6% |
| 1Y | -35.1% | +36.3% | -71.4% | -39.2% |
| 3Y | +156.8% | +2.3% | +154.6% | +170.5% |
| All | +156.8% | +1.2% | +155.6% | +170.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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