-10.2%
ADSK vs OTIS
-9.8%
-0.5%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +3.9% | +3.2% | +5.6% |
| 7D | +11.4% | +9.5% | +1.9% | +8.3% |
| 30D | +21.9% | +21.1% | +0.8% | +15.4% |
| 3M | +13.9% | +9.0% | +4.9% | +10.2% |
| 6M | +9.1% | +6.4% | +2.7% | +5.9% |
| YTD | -8.8% | -7.1% | -1.6% | -10.0% |
| 1Y | -10.2% | -10.1% | -0.1% | -10.7% |
| All | -10.2% | -9.8% | -0.5% | -10.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling