-9.4%
BITO vs WCC
+190.4%
-199.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | +0.1% |
| 7D | +1.1% | +6.8% | -5.7% | -1.0% |
| 30D | +21.8% | -3.0% | +24.8% | +22.6% |
| 3M | +25.0% | +0.2% | +24.8% | +23.7% |
| 6M | +11.3% | +33.2% | -21.8% | -0.4% |
| YTD | -12.7% | +45.8% | -58.5% | -24.2% |
| 1Y | -32.3% | +68.4% | -100.7% | -44.2% |
| 3Y | +150.3% | +131.1% | +19.2% | +77.7% |
| All | -9.4% | +190.4% | -199.8% | -45.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling