+8.2%
NOW vs BITO
+153.0%
-144.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.3% |
| 7D | -4.1% | +1.1% | -5.2% | -4.2% |
| 30D | +2.9% | +21.8% | -18.9% | -0.4% |
| 3M | +22.6% | +25.0% | -2.4% | +18.0% |
| 6M | +7.5% | +11.3% | -3.8% | +5.2% |
| YTD | -14.4% | -12.7% | -1.7% | -13.4% |
| 1Y | -29.8% | -32.3% | +2.5% | -26.4% |
| All | +8.2% | +153.0% | -144.8% | +3.3% |
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