Otto Analytics
This is the price-return of every positive-conviction note we have published, measured against two broad benchmarks from each position's own entry date. Each position is one equal unit. The record is the research, not a model portfolio.
The Russell 3000 is the primary comparison. Its all-cap breadth matches the research, which runs from mega-cap compute down to micro-cap frontier and space names. The Russell 2000 rides alongside as the small-cap risk check. Both are price-return ETF proxies, so the comparison is like-for-like with our own price-return line.
| Ticker | Company | Verdict tier | Conviction | Entry date | Entry price | |
|---|---|---|---|---|---|---|
| Loading positions | ||||||
Entry is the report-date close, the as-of close stated in each note. Nothing is backdated. We measure price return only, for the research and for the benchmarks, with no dividends, so the comparison stays consistent. The Otto line is equal-weight: each position counts as one equal unit from its own entry date. Each benchmark is anchored to that same entry date, so every window is like-for-like.
This record begins on its inception date and is early. The position count is small, so a few names move the line. The record fills in as time passes and as new qualifying research publishes. Verdict tier and conviction shown here are a historical attribute of an already-published note. They are not a live call.
This page is produced and published by Otto Analytics, LLC ("the Company") and is provided for informational and educational purposes only. It is general in nature, does not constitute investment, financial, legal, or tax advice, and does not take into account the individual circumstances, objectives, financial situation, or risk tolerance of any reader.
Historical record, not a portfolio. This is the historical price-return of research the Company has already published. It is not a model portfolio, not a recommendation, and not a track record of any client account. It reflects no trading, no costs, and no dividends.
No advisory relationship. Nothing here creates an investment-advisory, fiduciary, or other client relationship between you and the Company. The Company is not a registered investment adviser or broker-dealer and does not provide personalized investment advice.
Not an offer or solicitation. Nothing here is an offer to sell, or a solicitation of an offer to buy, any security.
Risk of loss. All investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.
Data. Pricing is drawn from a third-party source believed to be reliable but not guaranteed to be accurate or current.
By accessing this page, you acknowledge and agree to the foregoing. This disclaimer is governed by the laws of the State of Oregon.