-29.9%
BITO vs WCC
+61.8%
-91.7%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.9% | -6.3% | -3.4% |
| 7D | +2.9% | +4.5% | -1.6% | +1.7% |
| 30D | +22.6% | -5.8% | +28.4% | +24.2% |
| 3M | +24.7% | -3.7% | +28.3% | +25.3% |
| 6M | +7.5% | +23.1% | -15.6% | -1.4% |
| YTD | -10.8% | +44.2% | -55.0% | -21.5% |
| 1Y | -29.9% | +62.1% | -92.0% | -38.9% |
| All | -29.9% | +61.8% | -91.7% | -38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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