-41.6%
INTU vs BITO
-8.3%
-33.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | -3.3% | -3.4% | +0.1% | -2.7% |
| 30D | -3.9% | +21.4% | -25.3% | -7.7% |
| 3M | +16.6% | +20.5% | -3.9% | +12.0% |
| 6M | -26.4% | +7.4% | -33.8% | -27.9% |
| YTD | -51.0% | -13.9% | -37.1% | -50.1% |
| 1Y | -50.8% | -35.1% | -15.7% | -47.3% |
| 3Y | -40.1% | +156.8% | -196.9% | -56.8% |
| All | -41.6% | -8.3% | -33.3% | -49.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling