-69.1%
MARA vs IOT
+54.1%
-123.2%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.2% | +5.0% | +4.9% |
| 7D | +5.9% | -4.5% | +10.5% | +8.3% |
| 30D | +24.3% | -2.4% | +26.7% | +25.0% |
| 3M | -12.0% | +19.0% | -30.9% | -23.3% |
| 6M | +40.1% | +19.6% | +20.5% | +17.7% |
| YTD | +33.4% | +8.3% | +25.1% | +13.8% |
| 1Y | -23.7% | -0.8% | -22.9% | -32.5% |
| 3Y | +19.0% | +24.4% | -5.4% | -17.0% |
| All | -69.1% | +54.1% | -123.2% | -85.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling