+408.0%
SLV vs OTIS
+87.9%
+320.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.0% | -3.3% | -5.0% |
| 7D | -5.0% | -5.0% | 0.0% | -4.2% |
| 30D | -1.8% | -6.5% | +4.7% | -0.7% |
| 3M | -0.3% | -2.0% | +1.7% | -0.1% |
| 6M | -28.2% | -20.2% | -8.0% | -25.6% |
| YTD | -10.7% | -21.0% | +10.2% | -7.6% |
| 1Y | +53.7% | -20.9% | +74.6% | +59.0% |
| 3Y | +173.7% | -13.3% | +187.0% | +176.6% |
| 5Y | +161.5% | -18.5% | +180.0% | +162.5% |
| All | +408.0% | +87.9% | +320.0% | +412.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 OTIS 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