+12.8%
TEAM vs IOT
+14.9%
-2.1%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.7% | -6.4% | -5.2% |
| 7D | -0.4% | -2.3% | +1.9% | +0.9% |
| 30D | +67.3% | +3.8% | +63.5% | +64.1% |
| 3M | +86.8% | +14.2% | +72.6% | +72.7% |
| 6M | +146.8% | +40.1% | +106.7% | +106.7% |
| YTD | +16.9% | +13.4% | +3.5% | +2.8% |
| 1Y | +12.8% | +12.2% | +0.6% | +0.5% |
| All | +12.8% | +14.9% | -2.1% | +0.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling