+47.8%
TEAM vs OTIS
+91.3%
-43.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.7% |
| 7D | -5.2% | -3.0% | -2.2% | -4.0% |
| 30D | +15.8% | -6.0% | +21.8% | +18.9% |
| 3M | +101.5% | -0.9% | +102.3% | +102.4% |
| 6M | +138.2% | -17.3% | +155.5% | +157.1% |
| YTD | +10.8% | -19.6% | +30.4% | +21.0% |
| 1Y | +1.7% | -21.0% | +22.7% | +11.6% |
| 3Y | -16.0% | -12.1% | -4.0% | -14.8% |
| 5Y | -52.7% | -17.1% | -35.6% | -53.2% |
| All | +47.8% | +91.3% | -43.4% | +35.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling