-23.4%
BITO vs WPM
+38.8%
-62.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +12.0% | -9.1% | -1.0% |
| 7D | -1.9% | +3.9% | -5.8% | -3.3% |
| 30D | -6.7% | -3.5% | -3.2% | -5.9% |
| 3M | +23.1% | +14.1% | +9.0% | +17.2% |
| 6M | -2.0% | +6.2% | -8.3% | -5.2% |
| YTD | -11.4% | +12.4% | -23.8% | -19.9% |
| 1Y | -23.4% | +40.0% | -63.3% | -40.4% |
| All | -23.4% | +38.8% | -62.2% | -40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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