+234.0%
AMD vs OTIS
-17.7%
+251.7%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.6% | +7.5% | +5.3% |
| 7D | +10.0% | -0.8% | +10.8% | +9.7% |
| 30D | +4.6% | -4.7% | +9.4% | +3.0% |
| 3M | +3.1% | +1.2% | +1.9% | +3.6% |
| 6M | +162.8% | -20.5% | +183.3% | +138.3% |
| YTD | +136.2% | -18.4% | +154.6% | +118.8% |
| 1Y | +234.0% | -18.1% | +252.1% | +238.6% |
| All | +234.0% | -17.7% | +251.7% | +238.6% |
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