+28.3%
DASH vs IOT
+61.2%
-33.0%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.1% | -5.2% | -5.3% |
| 7D | -11.2% | +2.8% | -14.0% | -12.4% |
| 30D | -7.3% | -1.8% | -5.5% | -7.2% |
| 3M | +31.4% | +17.9% | +13.6% | +21.3% |
| 6M | +11.9% | +13.5% | -1.7% | +3.6% |
| YTD | -11.5% | +13.3% | -24.8% | -19.4% |
| 1Y | -20.0% | -3.3% | -16.7% | -23.4% |
| 3Y | +143.9% | +31.3% | +112.6% | +82.3% |
| All | +28.3% | +61.2% | -33.0% | -31.7% |
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