-9.4%
BITO vs TECH
-41.4%
+32.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | +1.1% | -0.1% | +1.1% | +1.1% |
| 30D | +21.8% | +0.3% | +21.5% | +21.7% |
| 3M | +25.0% | +32.9% | -7.9% | +14.2% |
| 6M | +11.3% | +32.1% | -20.7% | +0.3% |
| YTD | -12.7% | +23.4% | -36.1% | -19.7% |
| 1Y | -32.3% | +34.1% | -66.4% | -39.9% |
| 3Y | +150.3% | +2.2% | +148.1% | +134.7% |
| All | -9.4% | -41.4% | +32.0% | +6.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling