-10.6%
BITO vs WPM
+281.0%
-291.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.7% | +2.4% | -0.3% |
| 7D | -5.8% | -3.6% | -2.2% | -4.8% |
| 30D | +21.1% | +12.5% | +8.7% | +17.2% |
| 3M | +23.5% | +40.6% | -17.1% | +12.1% |
| 6M | +8.3% | +0.5% | +7.7% | +6.9% |
| YTD | -13.9% | +29.0% | -42.9% | -21.1% |
| 1Y | -34.5% | +43.8% | -78.3% | -42.1% |
| 3Y | +147.0% | +266.3% | -119.3% | +52.5% |
| All | -10.6% | +281.0% | -291.6% | -45.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling