-6.4%
OTIS vs MNDY
-49.8%
+43.5%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.0% | -0.2% | +1.6% |
| 7D | -3.0% | -4.6% | +1.7% | -2.7% |
| 30D | -6.0% | +1.0% | -7.1% | -6.2% |
| 3M | -0.9% | +9.1% | -10.0% | -1.8% |
| 6M | -17.3% | +14.2% | -31.5% | -18.7% |
| YTD | -19.6% | -41.1% | +21.6% | -17.3% |
| 1Y | -21.0% | -54.7% | +33.7% | -17.5% |
| 3Y | -12.1% | -50.6% | +38.5% | -11.4% |
| 5Y | -17.1% | -76.7% | +59.6% | -19.9% |
| All | -6.4% | -49.8% | +43.5% | -1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 MNDY 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