+194.3%
NOK vs BITO
+149.6%
+44.6%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | 0.0% | +4.8% | +4.8% |
| 7D | +11.0% | -3.4% | +14.4% | +11.4% |
| 30D | +7.8% | +21.4% | -13.6% | +5.2% |
| 3M | -21.0% | +20.5% | -41.5% | -22.8% |
| 6M | +40.9% | +7.4% | +33.5% | +39.1% |
| YTD | +72.0% | -13.9% | +85.9% | +72.6% |
| 1Y | +140.9% | -35.1% | +176.0% | +146.8% |
| 3Y | +194.3% | +156.8% | +37.4% | +155.8% |
| All | +194.3% | +149.6% | +44.6% | +155.8% |
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