+1,362.9%
MU vs BITO
-8.3%
+1,371.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -4.1% | -3.4% | -0.6% | -3.1% |
| 30D | +7.0% | +21.4% | -14.4% | +0.9% |
| 3M | -2.1% | +20.5% | -22.6% | -7.2% |
| 6M | +133.1% | +7.4% | +125.7% | +128.8% |
| YTD | +241.9% | -13.9% | +255.8% | +252.0% |
| 1Y | +548.8% | -35.1% | +583.8% | +617.3% |
| 3Y | +1,308.2% | +156.8% | +1,151.4% | +975.4% |
| All | +1,362.9% | -8.3% | +1,371.2% | +1,290.2% |
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 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