+153.0%
DASH vs IOT
+29.8%
+123.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +3.7% | -8.4% | -5.6% |
| 7D | -10.6% | -2.3% | -8.2% | -10.1% |
| 30D | +2.2% | +3.8% | -1.6% | +0.7% |
| 3M | +32.3% | +14.2% | +18.1% | +26.1% |
| 6M | +19.1% | +40.1% | -21.0% | +5.8% |
| YTD | -6.5% | +13.4% | -19.9% | -12.5% |
| 1Y | -14.9% | +12.2% | -27.1% | -21.2% |
| All | +153.0% | +29.8% | +123.2% | +117.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling