+265.1%
MU vs BITO
-25.7%
+290.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +2.9% | -9.9% | -8.4% |
| 7D | -19.1% | -1.9% | -17.2% | -18.3% |
| 30D | -25.2% | -6.7% | -18.5% | -22.6% |
| 3M | -10.9% | +23.1% | -34.0% | -20.9% |
| 6M | +38.0% | -2.0% | +40.0% | +36.3% |
| YTD | +178.8% | -11.4% | +190.2% | +178.2% |
| 1Y | +265.1% | -23.4% | +288.5% | +290.8% |
| All | +265.1% | -25.7% | +290.8% | +290.8% |
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 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