+250.3%
HL vs BITO
-8.3%
+258.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -4.4% | -3.4% | -0.9% | -3.5% |
| 30D | +9.3% | +21.4% | -12.1% | +4.1% |
| 3M | +32.0% | +20.5% | +11.5% | +26.2% |
| 6M | -6.4% | +7.4% | -13.8% | -7.9% |
| YTD | +3.1% | -13.9% | +17.0% | +6.0% |
| 1Y | +77.6% | -35.1% | +112.6% | +93.0% |
| 3Y | +392.8% | +156.8% | +236.0% | +268.4% |
| All | +250.3% | -8.3% | +258.6% | +189.2% |
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