+156.8%
BITO vs WY
-24.8%
+181.6%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.1% |
| 7D | -3.4% | -4.2% | +0.7% | -2.5% |
| 30D | +21.4% | -10.1% | +31.5% | +24.3% |
| 3M | +20.5% | -8.5% | +29.0% | +22.5% |
| 6M | +7.4% | -3.3% | +10.7% | +7.2% |
| YTD | -13.9% | -4.4% | -9.5% | -14.2% |
| 1Y | -35.1% | -11.5% | -23.6% | -33.6% |
| 3Y | +156.8% | -24.3% | +181.1% | +192.8% |
| All | +156.8% | -24.8% | +181.6% | +192.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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