+19.0%
MARA vs IOT
+23.8%
-4.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.2% | +5.0% | +4.9% |
| 7D | +5.9% | -4.5% | +10.5% | +7.6% |
| 30D | +24.3% | -2.4% | +26.7% | +24.8% |
| 3M | -12.0% | +19.0% | -30.9% | -20.6% |
| 6M | +40.1% | +19.6% | +20.5% | +23.2% |
| YTD | +33.4% | +8.3% | +25.1% | +19.3% |
| 1Y | -23.7% | -0.8% | -22.9% | -29.4% |
| 3Y | +19.0% | +24.4% | -5.4% | -5.2% |
| All | +19.0% | +23.8% | -4.9% | -5.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling