+71.4%
OTIS vs SUI
+33.8%
+37.7%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -1.1% |
| 7D | -0.8% | -3.1% | +2.4% | +0.4% |
| 30D | -4.7% | -2.3% | -2.4% | -3.9% |
| 3M | +1.2% | -2.8% | +4.0% | +2.1% |
| 6M | -20.5% | -12.4% | -8.2% | -16.7% |
| YTD | -18.4% | -3.3% | -15.1% | -17.6% |
| 1Y | -18.1% | -5.8% | -12.3% | -16.6% |
| 3Y | -10.6% | +12.5% | -23.0% | -16.4% |
| 5Y | -16.1% | -32.9% | +16.8% | -5.0% |
| All | +71.4% | +33.8% | +37.7% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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