+197.5%
SLV vs IOT
+55.2%
+142.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.7% | +6.0% | +2.5% |
| 7D | +2.8% | +5.1% | -2.3% | +2.5% |
| 30D | +2.2% | -3.0% | +5.2% | +2.3% |
| 3M | +2.9% | +15.0% | -12.1% | +1.8% |
| 6M | -22.4% | +13.1% | -35.6% | -23.3% |
| YTD | -5.7% | +9.0% | -14.8% | -7.1% |
| 1Y | +63.3% | +0.1% | +63.2% | +61.4% |
| 3Y | +189.0% | +26.4% | +162.6% | +178.7% |
| All | +197.5% | +55.2% | +142.3% | +176.2% |
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 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