+156.8%
BITO vs ZBH
-20.7%
+177.5%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.1% |
| 7D | -3.4% | -4.7% | +1.2% | -3.0% |
| 30D | +21.4% | -4.5% | +25.9% | +21.9% |
| 3M | +20.5% | +7.6% | +12.9% | +19.4% |
| 6M | +7.4% | +0.3% | +7.1% | +7.3% |
| YTD | -13.9% | +4.5% | -18.4% | -14.5% |
| 1Y | -35.1% | -9.4% | -25.7% | -34.2% |
| 3Y | +156.8% | -21.5% | +178.3% | +174.0% |
| All | +156.8% | -20.7% | +177.5% | +174.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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