-11.3%
DASH vs IOT
+7.8%
-19.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.1% | -2.3% | -0.1% |
| 7D | -4.8% | +0.8% | -5.6% | -4.9% |
| 30D | -7.9% | +1.6% | -9.5% | -8.4% |
| 3M | -16.3% | +3.3% | -19.6% | -17.4% |
| 6M | +10.4% | +42.0% | -31.6% | -1.6% |
| YTD | -20.1% | +19.1% | -39.2% | -28.3% |
| All | -11.3% | +7.8% | -19.1% | -20.3% |
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