-7.4%
BITO vs WMB
+216.7%
-224.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.6% | -2.5% |
| 7D | +2.9% | +0.6% | +2.3% | +2.6% |
| 30D | +22.6% | +3.3% | +19.3% | +20.2% |
| 3M | +24.7% | +3.1% | +21.5% | +21.7% |
| 6M | +7.5% | -0.7% | +8.2% | +6.5% |
| YTD | -10.8% | +25.2% | -36.0% | -21.6% |
| 1Y | -29.9% | +32.9% | -62.8% | -40.8% |
| 3Y | +158.9% | +140.6% | +18.4% | +51.0% |
| All | -7.4% | +216.7% | -224.0% | -52.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling