+15.0%
DASH vs IOT
+64.6%
-49.6%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.1% | 0.0% |
| 7D | +0.4% | -2.6% | +3.0% | +1.6% |
| 30D | -6.0% | +1.2% | -7.2% | -6.6% |
| 3M | -15.8% | +7.2% | -23.0% | -19.0% |
| 6M | +7.0% | +41.7% | -34.7% | -9.3% |
| YTD | -20.7% | +15.6% | -36.3% | -28.8% |
| 1Y | -8.5% | +7.6% | -16.1% | -16.1% |
| 3Y | +101.8% | +69.8% | +32.0% | +33.5% |
| All | +15.0% | +64.6% | -49.6% | -39.7% |
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 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