+87.0%
AMZN vs OTIS
+0.6%
+86.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.5% |
| 7D | +2.8% | -1.3% | +4.1% | +3.1% |
| 30D | +5.0% | +12.8% | -7.8% | +2.5% |
| 3M | +0.6% | +7.4% | -6.8% | -0.7% |
| 6M | -1.3% | +7.7% | -9.0% | -2.8% |
| YTD | +15.5% | -9.3% | +24.8% | +18.2% |
| 1Y | +12.2% | -12.1% | +24.3% | +15.7% |
| 3Y | +87.0% | +0.6% | +86.4% | +76.1% |
| All | +87.0% | +0.6% | +86.4% | +76.1% |
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