+401.6%
GE vs BITO
-8.3%
+409.9%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -4.0% | -3.4% | -0.5% | -3.5% |
| 30D | -11.4% | +21.4% | -32.8% | -14.0% |
| 3M | -2.6% | +20.5% | -23.1% | -5.4% |
| 6M | -0.3% | +7.4% | -7.7% | -1.8% |
| YTD | +5.4% | -13.9% | +19.2% | +6.6% |
| 1Y | +15.5% | -35.1% | +50.6% | +21.3% |
| 3Y | +260.8% | +156.8% | +103.9% | +199.8% |
| All | +401.6% | -8.3% | +409.9% | +398.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling