+2,684.0%
SNDK vs OTIS
-14.9%
+2,698.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.4% | +12.3% | +11.7% |
| 7D | +17.2% | -0.7% | +17.9% | +16.7% |
| 30D | +28.8% | -2.0% | +30.8% | +27.7% |
| 3M | -1.1% | +2.6% | -3.7% | +0.3% |
| 6M | +190.5% | -20.9% | +211.4% | +186.9% |
| YTD | +633.0% | -17.1% | +650.1% | +616.5% |
| 1Y | +2,684.0% | -15.9% | +2,699.9% | +2,369.7% |
| All | +2,684.0% | -14.9% | +2,698.9% | +2,369.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling