+229.2%
TER vs BITO
-34.7%
+263.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | +6.4% | -3.4% | +9.8% | +7.9% |
| 30D | -5.7% | +21.4% | -27.1% | -14.4% |
| 3M | -0.4% | +20.5% | -20.9% | -9.1% |
| 6M | +25.8% | +7.4% | +18.5% | +21.7% |
| YTD | +96.4% | -13.9% | +110.3% | +103.3% |
| 1Y | +229.2% | -35.1% | +264.3% | +270.4% |
| All | +229.2% | -34.7% | +263.9% | +270.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling