+171.2%
INTC vs BITO
+149.6%
+21.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | +7.5% | -3.4% | +10.9% | +8.2% |
| 30D | +2.0% | +21.4% | -19.4% | -2.3% |
| 3M | -12.0% | +20.5% | -32.5% | -15.4% |
| 6M | +114.5% | +7.4% | +107.2% | +110.7% |
| YTD | +179.0% | -13.9% | +192.8% | +181.9% |
| 1Y | +318.3% | -35.1% | +353.3% | +339.1% |
| 3Y | +171.2% | +156.8% | +14.4% | +177.7% |
| All | +171.2% | +149.6% | +21.6% | +177.7% |
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 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