+417.4%
WDC vs BITO
-30.5%
+447.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.5% | +8.3% | +6.8% |
| 7D | +1.7% | +2.9% | -1.1% | +0.4% |
| 30D | -10.0% | +22.6% | -32.5% | -18.0% |
| 3M | -18.8% | +24.7% | -43.4% | -26.2% |
| 6M | +79.0% | +7.5% | +71.6% | +72.1% |
| YTD | +171.6% | -10.8% | +182.4% | +169.5% |
| 1Y | +417.4% | -29.9% | +447.3% | +462.5% |
| All | +417.4% | -30.5% | +447.9% | +462.5% |
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