+319.1%
DELL vs BITO
-30.5%
+349.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.5% | +4.0% | +2.2% |
| 7D | +14.9% | +2.9% | +12.0% | +13.9% |
| 30D | +13.3% | +22.6% | -9.3% | +6.5% |
| 3M | +24.4% | +24.7% | -0.3% | +16.4% |
| 6M | +258.0% | +7.5% | +250.6% | +247.7% |
| YTD | +320.2% | -10.8% | +331.0% | +327.2% |
| 1Y | +319.1% | -29.9% | +349.0% | +372.7% |
| All | +319.1% | -30.5% | +349.6% | +372.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BITO.
Daily Out/Under-Performance
Portfolio return minus BITO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BITO 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 1y: compounded portfolio wealth divided by compounded BITO 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…
1y analysis · Full analysis span regression · 6 months rolling