+15.9%
ABNB vs OTIS
+14.1%
+1.7%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.0% | +0.9% | 0.0% |
| 7D | -9.5% | -5.0% | -4.5% | -6.8% |
| 30D | -9.4% | -6.5% | -2.9% | -5.9% |
| 3M | +29.9% | -2.0% | +31.8% | +31.1% |
| 6M | +26.6% | -20.2% | +46.8% | +42.9% |
| YTD | +23.5% | -21.0% | +44.5% | +39.6% |
| 1Y | +35.8% | -20.9% | +56.7% | +53.1% |
| 3Y | +15.0% | -13.3% | +28.3% | +16.5% |
| 5Y | +1.5% | -18.5% | +20.0% | -6.9% |
| All | +15.9% | +14.1% | +1.7% | +26.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling