+950.8%
MU vs BITO
+54.7%
+896.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.6% | +1.1% | -1.3% |
| 7D | +12.8% | -9.2% | +22.0% | +16.5% |
| 30D | -14.9% | -15.9% | +1.1% | -9.5% |
| 3M | -18.0% | +7.3% | -25.4% | -19.8% |
| 6M | -3.1% | -15.2% | +12.1% | +1.8% |
| YTD | +172.9% | -23.8% | +196.7% | +192.2% |
| 1Y | +228.8% | -32.2% | +261.0% | +262.3% |
| 3Y | +950.8% | +55.1% | +895.8% | +1,074.8% |
| All | +950.8% | +54.7% | +896.2% | +1,074.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling