-29.9%
BITO vs TROW
+0.2%
-30.1%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.0% | -1.5% | -1.8% |
| 7D | +2.9% | -1.3% | +4.2% | +3.8% |
| 30D | +22.6% | -4.5% | +27.1% | +26.4% |
| 3M | +24.7% | +3.9% | +20.8% | +20.9% |
| 6M | +7.5% | +22.6% | -15.1% | -8.0% |
| YTD | -10.8% | +10.1% | -20.9% | -18.8% |
| 1Y | -29.9% | +3.6% | -33.5% | -36.2% |
| All | -29.9% | +0.2% | -30.1% | -36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 1y: compounded portfolio wealth divided by compounded TROW 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…
1y analysis · Full analysis span regression · 6 months rolling