-29.9%
BITO vs TRV
+34.7%
-64.6%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.1% | -2.7% |
| 7D | +2.9% | -0.1% | +3.0% | +2.8% |
| 30D | +22.6% | -3.4% | +26.0% | +21.7% |
| 3M | +24.7% | +26.4% | -1.7% | +32.4% |
| 6M | +7.5% | +19.3% | -11.8% | +11.7% |
| YTD | -10.8% | +28.3% | -39.1% | -3.4% |
| 1Y | -29.9% | +34.3% | -64.2% | -23.4% |
| All | -29.9% | +34.7% | -64.6% | -23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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