+156.8%
BITO vs WPM
+267.3%
-110.5%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.1% | -0.4% |
| 7D | -3.4% | -0.6% | -2.9% | -3.3% |
| 30D | +21.4% | +14.4% | +7.0% | +18.3% |
| 3M | +20.5% | +37.0% | -16.5% | +13.5% |
| 6M | +7.4% | +4.1% | +3.3% | +5.2% |
| YTD | -13.9% | +31.7% | -45.6% | -17.9% |
| 1Y | -35.1% | +44.2% | -79.2% | -38.8% |
| 3Y | +156.8% | +265.5% | -108.7% | +125.4% |
| All | +156.8% | +267.3% | -110.5% | +125.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling