+1,170.1%
AMD vs OTIS
+93.9%
+1,076.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.6% | +7.5% | +6.6% |
| 7D | +10.0% | -0.8% | +10.8% | +10.3% |
| 30D | +4.6% | -4.7% | +9.4% | +6.8% |
| 3M | +3.1% | +1.2% | +1.9% | +1.6% |
| 6M | +162.8% | -20.5% | +183.3% | +189.7% |
| YTD | +136.2% | -18.4% | +154.6% | +154.6% |
| 1Y | +234.0% | -18.1% | +252.1% | +258.0% |
| 3Y | +376.7% | -10.6% | +387.3% | +379.5% |
| 5Y | +376.3% | -16.1% | +392.4% | +369.2% |
| All | +1,170.1% | +93.9% | +1,076.1% | +1,122.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling