+986.3%
WDC vs BITO
-8.3%
+994.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.3% | -3.1% | -4.1% |
| 7D | +4.4% | -5.8% | +10.2% | +5.7% |
| 30D | +5.3% | +21.1% | -15.8% | +0.5% |
| 3M | -5.9% | +23.5% | -29.4% | -10.4% |
| 6M | +73.2% | +8.3% | +65.0% | +69.7% |
| YTD | +167.8% | -13.9% | +181.7% | +172.8% |
| 1Y | +386.0% | -34.5% | +420.5% | +420.3% |
| 3Y | +1,309.7% | +147.0% | +1,162.7% | +1,010.3% |
| All | +986.3% | -8.3% | +994.6% | +838.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling