+1,027.7%
AMD vs OTIS
+118.6%
+909.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.7% | +11.7% | +11.3% |
| 7D | -11.0% | +4.2% | -15.3% | -12.7% |
| 30D | -30.5% | +20.1% | -50.6% | -36.1% |
| 3M | -8.2% | +7.6% | -15.8% | -11.8% |
| 6M | +6.6% | +4.2% | +2.4% | +3.1% |
| YTD | +109.7% | -8.1% | +117.8% | +113.1% |
| 1Y | +88.9% | -11.5% | +100.4% | +95.6% |
| 3Y | +301.8% | +3.8% | +298.0% | +274.7% |
| 5Y | +229.4% | +5.0% | +224.3% | +201.8% |
| All | +1,027.7% | +118.6% | +909.1% | +923.0% |
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 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