-17.2%
DASH vs IOT
+8.2%
-25.4%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +4.1% | +4.2% | +7.3% |
| 7D | +17.2% | -0.5% | +17.6% | +17.3% |
| 30D | +3.6% | +1.0% | +2.6% | +3.1% |
| 3M | -1.9% | +10.9% | -12.8% | -5.3% |
| 6M | +15.1% | +39.9% | -24.8% | +2.3% |
| YTD | -12.3% | +20.8% | -33.1% | -21.5% |
| 1Y | -17.2% | +10.6% | -27.8% | -27.5% |
| All | -17.2% | +8.2% | -25.4% | -27.5% |
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