+69.1%
OTIS vs BEN
+138.9%
-69.8%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | -3.0% | -3.1% | +0.1% | -2.0% |
| 30D | -6.0% | +0.2% | -6.2% | -6.1% |
| 3M | -0.9% | +6.8% | -7.7% | -3.2% |
| 6M | -17.3% | +38.1% | -55.4% | -25.9% |
| YTD | -19.6% | +44.3% | -63.9% | -29.1% |
| 1Y | -21.0% | +42.6% | -63.6% | -30.3% |
| 3Y | -12.1% | +52.3% | -64.4% | -26.1% |
| 5Y | -17.1% | +37.6% | -54.7% | -29.8% |
| All | +69.1% | +138.9% | -69.8% | +13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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