+89.6%
OTIS vs GEN
+110.6%
-20.9%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.4% | -1.9% | 0.0% |
| 7D | -1.8% | +2.0% | -3.9% | -2.3% |
| 30D | +12.1% | +27.7% | -15.6% | +6.8% |
| 3M | +6.8% | +3.3% | +3.5% | +5.5% |
| 6M | +7.1% | +31.8% | -24.7% | +0.5% |
| YTD | -9.8% | +13.5% | -23.3% | -13.0% |
| 1Y | -12.6% | +16.0% | -28.6% | -16.2% |
| 3Y | +0.1% | +70.6% | -70.5% | -13.2% |
| 5Y | -1.7% | +32.1% | -33.8% | -11.4% |
| All | +89.6% | +110.6% | -20.9% | +39.9% |
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