+83.6%
SLB vs BITO
-6.8%
+90.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.1% | -0.5% |
| 7D | +0.4% | +1.5% | -1.1% | +0.2% |
| 30D | +13.6% | +20.0% | -6.4% | +11.4% |
| 3M | +1.5% | +22.8% | -21.3% | -0.8% |
| 6M | +23.0% | +13.1% | +9.9% | +21.1% |
| YTD | +51.2% | -12.5% | +63.7% | +52.5% |
| 1Y | +63.5% | -32.6% | +96.1% | +68.8% |
| 3Y | +2.5% | +151.0% | -148.5% | -8.0% |
| All | +83.6% | -6.8% | +90.4% | +84.2% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling