+1,087.0%
STX vs BITO
-8.3%
+1,095.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | 0.0% | -3.7% | -3.7% |
| 7D | -2.3% | -3.4% | +1.2% | -1.7% |
| 30D | -5.5% | +21.4% | -26.9% | -9.0% |
| 3M | -4.3% | +20.5% | -24.8% | -7.7% |
| 6M | +115.6% | +7.4% | +108.2% | +112.4% |
| YTD | +202.2% | -13.9% | +216.1% | +206.3% |
| 1Y | +325.3% | -35.1% | +360.4% | +348.8% |
| 3Y | +1,283.9% | +156.8% | +1,127.1% | +1,023.7% |
| All | +1,087.0% | -8.3% | +1,095.3% | +973.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling