+156.8%
BITO vs UUUU
+74.5%
+82.3%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.0% | +5.0% | +0.6% |
| 7D | -3.4% | -10.5% | +7.1% | -2.1% |
| 30D | +21.4% | -10.5% | +31.9% | +22.9% |
| 3M | +20.5% | -14.1% | +34.6% | +22.1% |
| 6M | +7.4% | -35.5% | +42.9% | +11.6% |
| YTD | -13.9% | -10.9% | -2.9% | -13.4% |
| 1Y | -35.1% | +3.4% | -38.4% | -36.8% |
| 3Y | +156.8% | +73.1% | +83.7% | +119.6% |
| All | +156.8% | +74.5% | +82.3% | +119.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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