+15.1%
TEAM vs OTIS
-9.8%
+24.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.9% | -4.5% | -0.8% |
| 7D | -13.7% | +9.5% | -23.2% | -14.4% |
| 30D | -3.4% | +21.1% | -24.6% | -5.6% |
| 3M | +72.1% | +9.0% | +63.1% | +70.1% |
| 6M | +103.8% | +6.4% | +97.4% | +101.4% |
| YTD | +17.1% | -7.1% | +24.2% | +19.8% |
| 1Y | +15.1% | -10.1% | +25.2% | +18.1% |
| All | +15.1% | -9.8% | +24.9% | +18.1% |
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 · 6 months rolling