-35.1%
BITO vs WPM
+46.6%
-81.7%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.1% | -0.6% |
| 7D | -3.4% | -0.6% | -2.9% | -3.3% |
| 30D | +21.4% | +14.4% | +7.0% | +17.0% |
| 3M | +20.5% | +37.0% | -16.5% | +10.6% |
| 6M | +7.4% | +4.1% | +3.3% | +4.6% |
| YTD | -13.9% | +31.7% | -45.6% | -19.5% |
| 1Y | -35.1% | +44.2% | -79.2% | -39.3% |
| All | -35.1% | +46.6% | -81.7% | -39.3% |
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