+36.1%
URI vs OTIS
-13.4%
+49.5%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.8% |
| 7D | +9.3% | -3.0% | +12.3% | +10.8% |
| 30D | +7.6% | +14.0% | -6.4% | 0.0% |
| 3M | +1.0% | +4.9% | -3.9% | -1.4% |
| 6M | +19.8% | +5.4% | +14.5% | +16.7% |
| YTD | +41.9% | -10.2% | +52.1% | +51.9% |
| All | +36.1% | -13.4% | +49.5% | +48.6% |
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