+49.5%
TQQQ vs OTIS
-19.7%
+69.2%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.8% | +0.8% | +2.5% |
| 7D | -1.9% | -3.0% | +1.0% | -1.8% |
| 30D | -4.9% | -6.0% | +1.2% | -4.7% |
| 3M | -6.4% | -0.9% | -5.5% | -6.7% |
| 6M | +44.4% | -17.3% | +61.7% | +45.7% |
| YTD | +35.2% | -19.6% | +54.7% | +36.0% |
| 1Y | +49.5% | -21.0% | +70.5% | +50.8% |
| All | +49.5% | -19.7% | +69.2% | +50.8% |
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