+85.5%
HUT vs OTIS
-19.0%
+104.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.0% | -3.5% | -3.6% |
| 7D | +2.8% | -5.0% | +7.9% | +8.0% |
| 30D | +2.1% | -6.5% | +8.5% | +8.6% |
| 3M | -14.3% | -2.0% | -12.3% | -15.2% |
| 6M | +84.2% | -20.2% | +104.4% | +126.3% |
| YTD | +97.2% | -21.0% | +118.2% | +139.9% |
| 1Y | +192.7% | -20.9% | +213.6% | +253.3% |
| 3Y | +712.6% | -13.3% | +725.9% | +675.3% |
| 5Y | +85.5% | -18.5% | +104.0% | +88.4% |
| All | +85.5% | -19.0% | +104.4% | +88.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling