-42.1%
INTU vs BITO
-6.8%
-35.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.9% | -2.3% | -3.8% |
| 7D | -7.5% | +1.5% | -9.1% | -7.8% |
| 30D | -1.9% | +20.0% | -22.0% | -5.6% |
| 3M | +4.9% | +22.8% | -17.9% | +0.3% |
| 6M | -33.2% | +13.1% | -46.3% | -35.2% |
| YTD | -51.4% | -12.5% | -38.9% | -50.7% |
| 1Y | -52.0% | -32.6% | -19.4% | -49.0% |
| 3Y | -40.7% | +151.0% | -191.7% | -56.9% |
| All | -42.1% | -6.8% | -35.3% | -50.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling