-34.5%
BITO vs WM
-0.1%
-34.5%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.6% | -1.6% |
| 7D | -5.8% | -3.1% | -2.7% | -6.9% |
| 30D | +21.1% | -5.3% | +26.5% | +18.7% |
| 3M | +23.5% | -4.2% | +27.7% | +22.0% |
| 6M | +8.3% | -8.1% | +16.3% | +6.3% |
| YTD | -13.9% | -1.4% | -12.4% | -13.2% |
| 1Y | -34.5% | +0.2% | -34.8% | -31.4% |
| All | -34.5% | -0.1% | -34.5% | -31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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