-86.1%
OPEN vs OTIS
-12.5%
-73.6%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.0% | -4.7% | -3.9% |
| 7D | -15.0% | -1.3% | -13.7% | -14.7% |
| 30D | -40.2% | +12.8% | -53.0% | -41.2% |
| 3M | -67.4% | +7.4% | -74.8% | -67.6% |
| 6M | -74.0% | +7.7% | -81.7% | -74.2% |
| YTD | -79.6% | -9.3% | -70.3% | -78.5% |
| 1Y | -86.1% | -12.1% | -74.0% | -84.8% |
| All | -86.1% | -12.5% | -73.6% | -84.8% |
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