+11.8%
TSLA vs IOT
+54.4%
-42.6%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.6% | -1.0% |
| 7D | -3.4% | -0.8% | -2.6% | -3.3% |
| 30D | +9.2% | -4.7% | +13.9% | +10.6% |
| 3M | -4.7% | +17.8% | -22.5% | -10.8% |
| 6M | -8.9% | +16.8% | -25.8% | -16.1% |
| YTD | -19.2% | +8.4% | -27.6% | -24.9% |
| 1Y | +4.5% | -0.8% | +5.3% | -0.9% |
| 3Y | +46.3% | +25.7% | +20.6% | +18.7% |
| All | +11.8% | +54.4% | -42.6% | -31.5% |
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 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