-23.4%
BITO vs WMB
+22.7%
-46.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -6.4% | +9.3% | +2.7% |
| 7D | -1.9% | -8.6% | +6.7% | -2.1% |
| 30D | -6.7% | -4.2% | -2.6% | -6.7% |
| 3M | +23.1% | -4.4% | +27.5% | +22.5% |
| 6M | -2.0% | -8.7% | +6.7% | -2.1% |
| YTD | -11.4% | +15.4% | -26.8% | -14.9% |
| 1Y | -23.4% | +23.7% | -47.1% | -27.3% |
| All | -23.4% | +22.7% | -46.0% | -27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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