-16.1%
TEAM vs OTIS
-13.8%
-2.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.0% | +3.1% | +1.6% |
| 7D | -7.8% | -5.0% | -2.7% | -6.3% |
| 30D | +16.5% | -6.5% | +23.0% | +18.8% |
| 3M | +96.2% | -2.0% | +98.1% | +97.8% |
| 6M | +130.2% | -20.2% | +150.4% | +146.3% |
| YTD | +10.7% | -21.0% | +31.7% | +18.8% |
| 1Y | +3.0% | -20.9% | +23.9% | +10.1% |
| All | -16.1% | -13.8% | -2.3% | -24.5% |
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