+792.3%
HUT vs OTIS
-10.9%
+803.2%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.6% | +8.0% | +7.0% |
| 7D | +28.3% | -0.8% | +29.0% | +28.6% |
| 30D | +12.3% | -4.7% | +17.0% | +14.5% |
| 3M | -16.8% | +1.2% | -18.0% | -18.7% |
| 6M | +111.4% | -20.5% | +131.9% | +136.2% |
| YTD | +116.6% | -18.4% | +135.0% | +136.3% |
| 1Y | +290.5% | -18.1% | +308.5% | +323.8% |
| 3Y | +792.3% | -10.6% | +802.8% | +964.0% |
| All | +792.3% | -10.9% | +803.2% | +964.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 3y: compounded portfolio wealth divided by compounded OTIS 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…
3y analysis · Full analysis span regression · 6 months rolling