+12.2%
IOT vs PAAS
+54.7%
-42.5%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.4% | +6.1% | +3.9% |
| 7D | -2.3% | -2.9% | +0.6% | -2.2% |
| 30D | +3.8% | +6.8% | -3.0% | +3.4% |
| 3M | +14.2% | -2.9% | +17.1% | +14.7% |
| 6M | +40.1% | -16.4% | +56.5% | +42.9% |
| YTD | +13.4% | 0.0% | +13.4% | +12.5% |
| 1Y | +12.2% | +54.3% | -42.2% | -6.9% |
| All | +12.2% | +54.7% | -42.5% | -6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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