+1,285.8%
WDC vs BITO
+149.6%
+1,136.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | -4.3% | -3.4% | -0.9% | -3.6% |
| 30D | -1.5% | +21.4% | -22.9% | -5.9% |
| 3M | -15.5% | +20.5% | -36.0% | -19.1% |
| 6M | +66.5% | +7.4% | +59.1% | +63.2% |
| YTD | +159.9% | -13.9% | +173.7% | +162.3% |
| 1Y | +366.0% | -35.1% | +401.0% | +390.2% |
| 3Y | +1,285.8% | +156.8% | +1,129.0% | +1,228.4% |
| All | +1,285.8% | +149.6% | +1,136.2% | +1,228.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling