-23.4%
BITO vs USAR
-49.3%
+25.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -5.9% | +8.7% | +3.8% |
| 7D | -1.9% | -21.8% | +19.8% | +1.8% |
| 30D | -6.7% | -39.9% | +33.2% | +0.5% |
| 3M | +23.1% | -52.5% | +75.6% | +36.6% |
| 6M | -2.0% | -67.9% | +65.9% | +13.8% |
| YTD | -11.4% | -31.1% | +19.7% | -12.2% |
| 1Y | -23.4% | -49.8% | +26.5% | -19.0% |
| All | -23.4% | -49.3% | +25.9% | -19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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