+368.7%
ADI vs OTIS
+91.3%
+277.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.8% | +3.1% | +4.0% |
| 7D | +4.6% | -3.0% | +7.5% | +6.0% |
| 30D | -1.2% | -6.0% | +4.8% | +1.6% |
| 3M | -7.8% | -0.9% | -6.9% | -7.9% |
| 6M | +19.3% | -17.3% | +36.7% | +29.8% |
| YTD | +40.9% | -19.6% | +60.5% | +54.9% |
| 1Y | +54.5% | -21.0% | +75.5% | +71.1% |
| 3Y | +123.4% | -12.1% | +135.5% | +133.8% |
| 5Y | +142.3% | -17.1% | +159.4% | +151.1% |
| All | +368.7% | +91.3% | +277.4% | +340.9% |
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