+160.3%
BITO vs UAL
+125.0%
+35.3%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.8% | 0.0% |
| 7D | +1.1% | -1.1% | +2.2% | +1.4% |
| 30D | +21.8% | -13.4% | +35.2% | +26.5% |
| 3M | +25.0% | -2.3% | +27.3% | +24.5% |
| 6M | +11.3% | +13.3% | -2.0% | +4.8% |
| YTD | -12.7% | -4.2% | -8.5% | -13.8% |
| 1Y | -32.3% | +1.4% | -33.7% | -34.7% |
| All | +160.3% | +125.0% | +35.3% | +105.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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