+2,180.0%
HUT vs OTIS
+115.8%
+2,064.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.0% | -8.2% | -7.9% |
| 7D | +9.3% | -1.3% | +10.6% | +10.3% |
| 30D | -23.1% | +12.8% | -35.9% | -32.2% |
| 3M | -30.6% | +7.4% | -38.0% | -36.7% |
| 6M | -46.9% | +7.7% | -54.6% | -52.7% |
| YTD | +25.3% | -9.3% | +34.6% | +28.6% |
| 1Y | +59.8% | -12.1% | +71.9% | +68.8% |
| 3Y | +467.2% | +0.6% | +466.6% | +398.5% |
| 5Y | -24.6% | -1.1% | -23.6% | -31.3% |
| All | +2,180.0% | +115.8% | +2,064.2% | +1,323.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling