+50.3%
FITB vs IOT
+61.2%
-10.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.5% | -0.6% |
| 7D | +2.8% | +2.8% | 0.0% | +2.4% |
| 30D | -4.5% | -1.8% | -2.7% | -4.4% |
| 3M | +5.7% | +17.9% | -12.2% | +2.7% |
| 6M | +17.1% | +13.5% | +3.6% | +13.6% |
| YTD | +18.3% | +13.3% | +5.1% | +14.0% |
| 1Y | +23.9% | -3.3% | +27.2% | +21.9% |
| 3Y | +131.1% | +31.3% | +99.8% | +109.0% |
| All | +50.3% | +61.2% | -10.9% | +19.8% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling