-29.9%
BITO vs WEC
+1.8%
-31.7%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.7% | -2.6% |
| 7D | +2.9% | -0.3% | +3.1% | +2.8% |
| 30D | +22.6% | -1.3% | +23.9% | +22.1% |
| 3M | +24.7% | -3.9% | +28.6% | +23.6% |
| 6M | +7.5% | -8.3% | +15.8% | +7.5% |
| YTD | -10.8% | +3.1% | -13.9% | -11.8% |
| 1Y | -29.9% | +1.9% | -31.8% | -28.8% |
| All | -29.9% | +1.8% | -31.7% | -28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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