+55.8%
UBER vs BITO
-8.3%
+64.1%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -5.4% | -3.4% | -2.0% | -4.7% |
| 30D | -4.9% | +21.4% | -26.3% | -9.1% |
| 3M | +3.0% | +20.5% | -17.4% | -1.5% |
| 6M | -4.4% | +7.4% | -11.8% | -6.5% |
| YTD | -12.3% | -13.9% | +1.6% | -10.7% |
| 1Y | -24.3% | -35.1% | +10.8% | -18.1% |
| 3Y | +46.4% | +156.8% | -110.4% | +2.4% |
| All | +55.8% | -8.3% | +64.1% | +16.3% |
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