-45.2%
INTU vs BITO
-25.7%
-19.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.9% | +0.6% | +3.1% |
| 7D | +8.7% | -1.9% | +10.6% | +8.9% |
| 30D | +25.9% | -6.7% | +32.6% | +26.8% |
| 3M | +10.7% | +23.1% | -12.3% | +7.4% |
| 6M | -11.6% | -2.0% | -9.5% | -12.3% |
| YTD | -45.4% | -11.4% | -34.0% | -47.0% |
| 1Y | -45.2% | -23.4% | -21.9% | -47.0% |
| All | -45.2% | -25.7% | -19.6% | -47.0% |
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