+30.7%
NXPI vs BITO
-8.3%
+39.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | 0.0% | +4.5% | +4.5% |
| 7D | +3.9% | -3.4% | +7.3% | +4.7% |
| 30D | +1.4% | +21.4% | -20.0% | -3.4% |
| 3M | -21.5% | +20.5% | -42.0% | -25.0% |
| 6M | +19.4% | +7.4% | +12.0% | +16.7% |
| YTD | +9.9% | -13.9% | +23.8% | +12.2% |
| 1Y | +7.9% | -35.1% | +43.0% | +17.2% |
| 3Y | +22.7% | +156.8% | -134.1% | -8.0% |
| All | +30.7% | -8.3% | +39.1% | +12.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling