-49.8%
USAR vs OTIS
-9.8%
-40.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +3.9% | -9.7% | -4.5% |
| 7D | -21.8% | +9.5% | -31.3% | -19.2% |
| 30D | -39.9% | +21.1% | -61.0% | -36.8% |
| 3M | -52.5% | +9.0% | -61.5% | -50.7% |
| 6M | -67.9% | +6.4% | -74.4% | -66.3% |
| YTD | -31.1% | -7.1% | -24.0% | -29.4% |
| 1Y | -49.8% | -10.1% | -39.7% | -48.8% |
| All | -49.8% | -9.8% | -40.1% | -48.8% |
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