+2,396.1%
MUU vs OTIS
-29.9%
+2,426.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.8% | -2.9% | -1.4% |
| 7D | -8.2% | -3.0% | -5.3% | -7.8% |
| 30D | +10.2% | -6.0% | +16.2% | +11.1% |
| 3M | -26.5% | -0.9% | -25.6% | -27.3% |
| 6M | +227.2% | -17.3% | +244.6% | +250.6% |
| YTD | +527.4% | -19.6% | +547.0% | +572.6% |
| 1Y | +1,843.7% | -21.0% | +1,864.7% | +1,995.1% |
| All | +2,396.1% | -29.9% | +2,426.0% | +2,899.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling