+156.8%
BITO vs TRGP
+260.3%
-103.5%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.1% |
| 7D | -3.4% | +0.1% | -3.5% | -3.5% |
| 30D | +21.4% | +8.0% | +13.4% | +19.5% |
| 3M | +20.5% | +8.3% | +12.2% | +18.1% |
| 6M | +7.4% | +23.9% | -16.5% | +1.4% |
| YTD | -13.9% | +59.6% | -73.5% | -23.9% |
| 1Y | -35.1% | +79.4% | -114.5% | -44.7% |
| 3Y | +156.8% | +269.4% | -112.6% | +117.3% |
| All | +156.8% | +260.3% | -103.5% | +117.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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