+1,193.1%
STX vs BITO
-6.8%
+1,199.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.9% | +8.4% | +6.8% |
| 7D | +10.7% | +1.5% | +9.2% | +10.3% |
| 30D | +11.3% | +20.0% | -8.8% | +7.4% |
| 3M | +3.2% | +22.8% | -19.5% | -0.7% |
| 6M | +157.0% | +13.1% | +143.9% | +151.0% |
| YTD | +229.2% | -12.5% | +241.7% | +232.7% |
| 1Y | +381.8% | -32.6% | +414.4% | +405.3% |
| 3Y | +1,383.2% | +151.0% | +1,232.1% | +1,109.5% |
| All | +1,193.1% | -6.8% | +1,199.9% | +1,066.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling