+66.1%
OTIS vs GEN
+107.6%
-41.5%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.7% | -2.7% | -2.2% |
| 7D | -5.0% | -4.3% | -0.7% | -4.2% |
| 30D | -6.5% | +3.8% | -10.3% | -7.2% |
| 3M | -2.0% | +22.3% | -24.2% | -5.9% |
| 6M | -20.2% | +39.0% | -59.1% | -25.9% |
| YTD | -21.0% | +11.9% | -32.9% | -23.2% |
| 1Y | -20.9% | +4.5% | -25.4% | -21.9% |
| 3Y | -13.3% | +59.0% | -72.3% | -23.4% |
| 5Y | -18.5% | +22.0% | -40.5% | -25.3% |
| All | +66.1% | +107.6% | -41.5% | +23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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