+76.1%
V vs OTIS
+2.0%
+74.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.5% |
| 7D | +0.6% | +1.7% | -1.1% | +0.1% |
| 30D | +9.7% | +18.5% | -8.7% | +4.0% |
| 3M | +17.3% | +7.9% | +9.4% | +14.4% |
| 6M | +33.2% | +5.7% | +27.5% | +30.6% |
| YTD | +21.3% | -9.1% | +30.4% | +24.5% |
| 1Y | +27.3% | -11.6% | +38.9% | +31.7% |
| 3Y | +76.1% | +0.6% | +75.5% | +74.9% |
| All | +76.1% | +2.0% | +74.1% | +74.9% |
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