-40.2%
HUT vs OTIS
+5.0%
-45.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -0.8% | +8.4% | +6.4% |
| 7D | +24.8% | -2.9% | +27.6% | +19.9% |
| 30D | -28.4% | +16.1% | -44.5% | -15.8% |
| 3M | -31.2% | +6.7% | -38.0% | -26.4% |
| 6M | -40.2% | +6.0% | -46.3% | -36.0% |
| All | -40.2% | +5.0% | -45.3% | -36.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling