-21.0%
OTIS vs UUUU
+3.5%
-24.5%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -5.0% | +6.8% | +1.8% |
| 7D | -3.0% | -10.5% | +7.5% | -2.9% |
| 30D | -6.0% | -10.5% | +4.5% | -6.0% |
| 3M | -0.9% | -14.1% | +13.3% | -0.7% |
| 6M | -17.3% | -35.5% | +18.1% | -17.0% |
| YTD | -19.6% | -10.9% | -8.6% | -18.9% |
| 1Y | -21.0% | +3.4% | -24.4% | -19.1% |
| All | -21.0% | +3.5% | -24.5% | -19.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling