+92.9%
QQQ vs BITO
+149.6%
-56.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -0.6% | -3.4% | +2.9% | 0.0% |
| 30D | -1.2% | +21.4% | -22.6% | -4.3% |
| 3M | -0.2% | +20.5% | -20.7% | -3.3% |
| 6M | +17.9% | +7.4% | +10.5% | +16.2% |
| YTD | +16.6% | -13.9% | +30.5% | +18.0% |
| 1Y | +23.0% | -35.1% | +58.0% | +29.1% |
| 3Y | +92.9% | +156.8% | -63.9% | +72.2% |
| All | +92.9% | +149.6% | -56.7% | +72.2% |
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