-9.9%
ABNB vs OTIS
-0.9%
-8.9%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.0% | +2.1% | +2.4% |
| 7D | -1.7% | -1.3% | -0.4% | -0.8% |
| 30D | +11.8% | +12.8% | -1.0% | +3.2% |
| 3M | +0.9% | +7.4% | -6.5% | -4.0% |
| 6M | +40.5% | +7.7% | +32.8% | +32.7% |
| YTD | +37.6% | -9.3% | +46.9% | +45.4% |
| 1Y | +54.1% | -12.1% | +66.2% | +66.7% |
| 3Y | +56.8% | +0.6% | +56.1% | +37.2% |
| All | -9.9% | -0.9% | -8.9% | -26.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling