+14.1%
QCOM vs BITO
-18.0%
+32.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.6% | +0.9% | -1.8% |
| 7D | +4.3% | -9.2% | +13.5% | +6.6% |
| 30D | -0.1% | -15.9% | +15.8% | +4.2% |
| 3M | +5.2% | +7.3% | -2.1% | +3.4% |
| 6M | -18.4% | -15.2% | -3.2% | -15.6% |
| YTD | +2.4% | -23.8% | +26.2% | +7.7% |
| 1Y | +0.9% | -32.2% | +33.1% | +8.6% |
| 3Y | +48.4% | +55.1% | -6.7% | +26.8% |
| All | +14.1% | -18.0% | +32.1% | +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 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