-13.3%
TSLA vs IOT
+8.2%
-21.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +4.1% | -7.5% | -3.7% |
| 7D | -4.7% | -0.5% | -4.2% | -4.7% |
| 30D | +1.7% | +1.0% | +0.7% | +1.5% |
| 3M | +17.7% | +10.9% | +6.8% | +16.2% |
| 6M | -1.9% | +39.9% | -41.8% | -5.9% |
| YTD | -14.3% | +20.8% | -35.1% | -17.7% |
| 1Y | -13.3% | +10.6% | -23.9% | -17.1% |
| All | -13.3% | +8.2% | -21.5% | -17.1% |
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