+0.6%
OTIS vs ACWI
+74.6%
-73.9%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.2% |
| 7D | -1.3% | +2.4% | -3.7% | -2.5% |
| 30D | +12.8% | -1.7% | +14.5% | +13.6% |
| 3M | +7.4% | -3.9% | +11.3% | +9.4% |
| 6M | +7.7% | +0.8% | +6.9% | +6.7% |
| YTD | -9.3% | +11.0% | -20.3% | -15.3% |
| 1Y | -12.1% | +13.1% | -25.2% | -18.9% |
| 3Y | +0.6% | +73.9% | -73.2% | -33.5% |
| All | +0.6% | +74.6% | -73.9% | -33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 3y: compounded portfolio wealth divided by compounded ACWI 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…
3y analysis · Full analysis span regression · 6 months rolling