+253.1%
TSEM vs IOT
+14.9%
+238.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | +3.7% | +4.1% | +8.3% |
| 7D | +6.9% | -2.3% | +9.2% | +6.6% |
| 30D | +5.3% | +3.8% | +1.5% | +5.9% |
| 3M | -14.9% | +14.2% | -29.1% | -12.3% |
| 6M | +80.0% | +40.1% | +39.9% | +84.9% |
| YTD | +89.4% | +13.4% | +76.0% | +103.4% |
| 1Y | +253.1% | +12.2% | +240.9% | +287.0% |
| All | +253.1% | +14.9% | +238.2% | +287.0% |
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 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