+55.6%
IOT vs SUI
-30.3%
+86.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.4% | +0.1% |
| 7D | -0.8% | -4.1% | +3.3% | +2.0% |
| 30D | -4.7% | -3.2% | -1.5% | -2.9% |
| 3M | +17.8% | -8.4% | +26.2% | +24.7% |
| 6M | +16.8% | -14.4% | +31.2% | +28.7% |
| YTD | +8.4% | -5.5% | +14.0% | +11.4% |
| 1Y | -0.8% | -7.3% | +6.5% | +2.9% |
| 3Y | +25.7% | +9.9% | +15.9% | +7.2% |
| All | +55.6% | -30.3% | +86.0% | +160.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded SUI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling