+69.1%
OTIS vs UUUU
+1,355.1%
-1,286.0%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -5.0% | +6.8% | +2.1% |
| 7D | -3.0% | -10.5% | +7.5% | -2.4% |
| 30D | -6.0% | -10.5% | +4.5% | -5.5% |
| 3M | -0.9% | -14.1% | +13.3% | -0.3% |
| 6M | -17.3% | -35.5% | +18.1% | -15.9% |
| YTD | -19.6% | -10.9% | -8.6% | -20.5% |
| 1Y | -21.0% | +3.4% | -24.4% | -23.6% |
| 3Y | -12.1% | +73.1% | -85.2% | -20.6% |
| 5Y | -17.1% | +87.1% | -104.2% | -27.7% |
| All | +69.1% | +1,355.1% | -1,286.0% | +12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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