+4,437.1%
SNDK vs OTIS
-26.5%
+4,463.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.8% | -5.3% | -3.5% |
| 7D | -6.1% | -3.0% | -3.2% | -6.1% |
| 30D | +21.5% | -6.0% | +27.5% | +21.8% |
| 3M | -13.2% | -0.9% | -12.3% | -14.2% |
| 6M | +149.2% | -17.3% | +166.5% | +162.7% |
| YTD | +588.1% | -19.6% | +607.6% | +622.4% |
| 1Y | +1,837.5% | -21.0% | +1,858.6% | +1,963.3% |
| All | +4,437.1% | -26.5% | +4,463.5% | +4,785.3% |
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