-49.7%
INTU vs BITO
-30.5%
-19.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.5% | -0.9% | -3.1% |
| 7D | -7.1% | +2.9% | -10.0% | -7.4% |
| 30D | +1.5% | +22.6% | -21.1% | -1.2% |
| 3M | +10.7% | +24.7% | -14.0% | +7.4% |
| 6M | -23.8% | +7.5% | -31.3% | -25.1% |
| YTD | -49.3% | -10.8% | -38.5% | -50.3% |
| 1Y | -49.7% | -29.9% | -19.8% | -49.0% |
| All | -49.7% | -30.5% | -19.1% | -49.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling