+885.7%
DELL vs BITO
-8.3%
+894.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.3% | -4.0% | -5.1% |
| 7D | -1.9% | -5.8% | +3.9% | -0.7% |
| 30D | +14.9% | +21.1% | -6.2% | +10.3% |
| 3M | +37.2% | +23.5% | +13.7% | +31.2% |
| 6M | +254.0% | +8.3% | +245.7% | +246.7% |
| YTD | +306.1% | -13.9% | +320.0% | +313.8% |
| 1Y | +312.3% | -34.5% | +346.8% | +342.0% |
| 3Y | +654.0% | +147.0% | +507.0% | +530.6% |
| All | +885.7% | -8.3% | +894.0% | +736.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling