+182.6%
SLV vs OTIS
-10.9%
+193.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.9% | -0.5% |
| 7D | +2.5% | -0.8% | +3.3% | +2.6% |
| 30D | +3.3% | -4.7% | +8.0% | +4.0% |
| 3M | -3.6% | +1.2% | -4.8% | -4.0% |
| 6M | -21.8% | -20.5% | -1.3% | -19.2% |
| YTD | -7.8% | -18.4% | +10.6% | -5.5% |
| 1Y | +58.3% | -18.1% | +76.4% | +62.0% |
| 3Y | +182.6% | -10.6% | +193.1% | +177.0% |
| All | +182.6% | -10.9% | +193.5% | +177.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling