+358.3%
DELL vs BITO
-34.7%
+392.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | 0.0% | +12.0% | +12.0% |
| 7D | +8.2% | -3.4% | +11.7% | +9.4% |
| 30D | +17.1% | +21.4% | -4.3% | +10.3% |
| 3M | +45.2% | +20.5% | +24.7% | +37.0% |
| 6M | +286.8% | +7.4% | +279.4% | +275.8% |
| YTD | +354.8% | -13.9% | +368.7% | +367.4% |
| 1Y | +358.3% | -35.1% | +393.3% | +424.7% |
| All | +358.3% | -34.7% | +392.9% | +424.7% |
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