+113.2%
WDC vs BITO
-25.7%
+138.9%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +2.9% | -9.7% | -8.0% |
| 7D | -18.3% | -1.9% | -16.4% | -17.6% |
| 30D | -26.7% | -6.7% | -19.9% | -24.5% |
| 3M | -40.9% | +23.1% | -64.0% | -46.4% |
| 6M | -26.8% | -2.0% | -24.7% | -26.8% |
| YTD | +88.2% | -11.4% | +99.6% | +84.7% |
| 1Y | +113.2% | -23.4% | +136.5% | +120.5% |
| All | +113.2% | -25.7% | +138.9% | +120.5% |
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