+156.8%
BITO vs WEC
+39.2%
+117.6%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -3.4% | -0.6% | -2.9% | -3.5% |
| 30D | +21.4% | -2.6% | +24.0% | +21.2% |
| 3M | +20.5% | -6.0% | +26.5% | +20.1% |
| 6M | +7.4% | -5.4% | +12.8% | +7.1% |
| YTD | -13.9% | +2.5% | -16.3% | -13.9% |
| 1Y | -35.1% | -0.7% | -34.3% | -35.0% |
| 3Y | +156.8% | +38.7% | +118.1% | +157.0% |
| All | +156.8% | +39.2% | +117.6% | +157.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling