-2.9%
ADSK vs OTIS
-12.3%
+9.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.4% | -0.2% |
| 7D | -2.5% | -3.0% | +0.4% | -1.5% |
| 30D | -14.9% | -6.0% | -8.9% | -13.1% |
| 3M | +3.3% | -0.9% | +4.2% | +3.8% |
| 6M | -15.7% | -17.3% | +1.7% | -10.4% |
| YTD | -28.2% | -19.6% | -8.7% | -23.3% |
| 1Y | -34.5% | -21.0% | -13.5% | -29.7% |
| 3Y | -2.9% | -12.1% | +9.2% | -10.0% |
| All | -2.9% | -12.3% | +9.4% | -10.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling