-43.2%
INTU vs BITO
-8.3%
-34.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +1.0% | -0.1% |
| 7D | -9.2% | -5.8% | -3.3% | -8.1% |
| 30D | -7.0% | +21.1% | -28.2% | -10.6% |
| 3M | +10.5% | +23.5% | -13.0% | +5.6% |
| 6M | -30.6% | +8.3% | -38.9% | -32.1% |
| YTD | -52.3% | -13.9% | -38.5% | -51.5% |
| 1Y | -51.8% | -34.5% | -17.3% | -48.5% |
| 3Y | -41.8% | +147.0% | -188.8% | -57.6% |
| All | -43.2% | -8.3% | -34.9% | -51.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling