+261.3%
GE vs BITO
+149.6%
+111.7%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | -0.2% |
| 7D | -2.8% | -5.8% | +3.0% | -2.1% |
| 30D | -11.9% | +21.1% | -33.1% | -14.2% |
| 3M | +1.8% | +23.5% | -21.7% | -1.1% |
| 6M | -0.6% | +8.3% | -8.9% | -1.9% |
| YTD | +5.5% | -13.9% | +19.4% | +6.7% |
| 1Y | +15.0% | -34.5% | +49.5% | +19.7% |
| All | +261.3% | +149.6% | +111.7% | +205.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling