+260.6%
SNDU vs OTIS
-14.4%
+275.0%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -0.4% | +24.0% | +22.9% |
| 7D | +35.2% | -0.7% | +35.9% | +33.4% |
| 30D | +50.8% | -2.0% | +52.8% | +47.6% |
| 3M | -43.2% | +2.6% | -45.7% | -38.8% |
| All | +260.6% | -14.4% | +275.0% | +335.1% |
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 · Available span rolling