+35.5%
DASH vs IOT
+61.4%
-25.9%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +3.7% | -8.4% | -6.0% |
| 7D | -10.6% | -2.3% | -8.2% | -10.0% |
| 30D | +2.2% | +3.8% | -1.6% | 0.0% |
| 3M | +32.3% | +14.2% | +18.1% | +23.6% |
| 6M | +19.1% | +40.1% | -21.0% | +0.5% |
| YTD | -6.5% | +13.4% | -19.9% | -14.9% |
| 1Y | -14.9% | +12.2% | -27.1% | -23.9% |
| 3Y | +151.9% | +30.0% | +122.0% | +89.2% |
| All | +35.5% | +61.4% | -25.9% | -27.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling