+504.3%
MUU vs OTIS
-9.8%
+514.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +3.9% | -17.9% | -8.7% |
| 7D | -35.9% | +9.5% | -45.4% | -26.5% |
| 30D | -47.1% | +21.1% | -68.2% | -31.8% |
| 3M | -29.8% | +9.0% | -38.9% | -17.8% |
| 6M | +16.0% | +6.4% | +9.6% | +36.6% |
| YTD | +286.1% | -7.1% | +293.2% | +342.0% |
| 1Y | +504.3% | -10.1% | +514.5% | +563.5% |
| All | +504.3% | -9.8% | +514.1% | +563.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling