-10.6%
BITO vs URI
+191.5%
-202.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.9% | +2.5% | 0.0% |
| 7D | -5.8% | -0.5% | -5.3% | -5.7% |
| 30D | +21.1% | -13.4% | +34.5% | +27.2% |
| 3M | +23.5% | -6.2% | +29.7% | +25.1% |
| 6M | +8.3% | +28.0% | -19.7% | -4.6% |
| YTD | -13.9% | +23.0% | -36.8% | -23.6% |
| 1Y | -34.5% | +5.5% | -40.1% | -38.2% |
| 3Y | +147.0% | +119.2% | +27.8% | +63.5% |
| All | -10.6% | +191.5% | -202.1% | -51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling