+44.2%
ABNB vs IOT
+8.2%
+36.0%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +4.1% | +1.5% | +4.8% |
| 7D | +6.2% | -0.5% | +6.7% | +6.3% |
| 30D | +7.5% | +1.0% | +6.5% | +7.1% |
| 3M | +17.6% | +10.9% | +6.7% | +14.6% |
| 6M | +27.0% | +39.9% | -12.9% | +17.5% |
| YTD | +30.0% | +20.8% | +9.2% | +20.9% |
| 1Y | +44.2% | +10.6% | +33.6% | +34.4% |
| All | +44.2% | +8.2% | +36.0% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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