+167.8%
SLV vs OTIS
-14.6%
+182.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.9% | -0.4% |
| 7D | +2.5% | -0.8% | +3.3% | +2.7% |
| 30D | +3.3% | -4.7% | +8.0% | +4.2% |
| 3M | -3.6% | +1.2% | -4.8% | -4.1% |
| 6M | -21.8% | -20.5% | -1.3% | -18.2% |
| YTD | -7.8% | -18.4% | +10.6% | -4.3% |
| 1Y | +58.3% | -18.1% | +76.4% | +64.0% |
| 3Y | +182.6% | -10.6% | +193.1% | +181.3% |
| 5Y | +167.8% | -16.1% | +183.9% | +165.9% |
| All | +167.8% | -14.6% | +182.4% | +165.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling