+366.0%
WDC vs BITO
-34.7%
+400.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | -4.3% | -3.4% | -0.9% | -3.1% |
| 30D | -1.5% | +21.4% | -22.9% | -10.2% |
| 3M | -15.5% | +20.5% | -36.0% | -22.5% |
| 6M | +66.5% | +7.4% | +59.1% | +60.3% |
| YTD | +159.9% | -13.9% | +173.7% | +161.5% |
| 1Y | +366.0% | -35.1% | +401.0% | +429.1% |
| All | +366.0% | -34.7% | +400.6% | +429.1% |
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