+245.2%
AMD vs IOT
+61.2%
+184.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.1% | +6.0% | +5.9% |
| 7D | +10.0% | +2.8% | +7.2% | +9.2% |
| 30D | +4.6% | -1.8% | +6.4% | +4.8% |
| 3M | +3.1% | +17.9% | -14.7% | -3.4% |
| 6M | +162.8% | +13.5% | +149.3% | +144.6% |
| YTD | +136.2% | +13.3% | +122.9% | +116.2% |
| 1Y | +234.0% | -3.3% | +237.3% | +219.7% |
| 3Y | +376.7% | +31.3% | +345.4% | +283.8% |
| All | +245.2% | +61.2% | +184.0% | +127.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling