+1,843.7%
MUU vs OTIS
-19.7%
+1,863.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.8% | -2.9% | +0.3% |
| 7D | -8.2% | -3.0% | -5.3% | -10.6% |
| 30D | +10.2% | -6.0% | +16.2% | +4.9% |
| 3M | -26.5% | -0.9% | -25.6% | -26.6% |
| 6M | +227.2% | -17.3% | +244.6% | +204.2% |
| YTD | +527.4% | -19.6% | +547.0% | +485.0% |
| 1Y | +1,843.7% | -21.0% | +1,864.7% | +1,596.2% |
| All | +1,843.7% | -19.7% | +1,863.4% | +1,596.2% |
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