+156.8%
BITO vs ZETA
+269.4%
-112.6%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.2% |
| 7D | -3.4% | -3.7% | +0.3% | -2.8% |
| 30D | +21.4% | +5.7% | +15.7% | +20.1% |
| 3M | +20.5% | +50.4% | -30.0% | +11.4% |
| 6M | +7.4% | +65.5% | -58.1% | -3.5% |
| YTD | -13.9% | +48.3% | -62.2% | -21.6% |
| 1Y | -35.1% | +45.4% | -80.4% | -41.1% |
| 3Y | +156.8% | +270.8% | -113.9% | +93.7% |
| All | +156.8% | +269.4% | -112.6% | +93.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA 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 ZETA 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