+2,683.6%
MUU vs OTIS
-29.7%
+2,713.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.1% | +6.6% | +5.7% |
| 7D | +15.0% | -2.2% | +17.2% | +15.4% |
| 30D | +36.8% | -4.3% | +41.1% | +37.5% |
| 3M | -8.5% | -2.2% | -6.3% | -9.0% |
| 6M | +320.7% | -19.9% | +340.6% | +358.5% |
| YTD | +599.7% | -19.3% | +619.0% | +649.6% |
| 1Y | +2,569.2% | -19.6% | +2,588.7% | +2,738.8% |
| All | +2,683.6% | -29.7% | +2,713.3% | +3,242.3% |
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