+791.3%
ANET vs OTIS
-17.8%
+809.1%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.8% | +3.8% | +4.8% |
| 7D | +3.0% | -3.0% | +6.0% | +4.4% |
| 30D | -5.2% | -6.0% | +0.8% | -2.6% |
| 3M | +27.6% | -0.9% | +28.5% | +27.3% |
| 6M | +44.4% | -17.3% | +61.7% | +56.3% |
| YTD | +52.3% | -19.6% | +71.9% | +65.9% |
| 1Y | +30.4% | -21.0% | +51.4% | +43.1% |
| 3Y | +313.3% | -12.1% | +325.3% | +302.3% |
| All | +791.3% | -17.8% | +809.1% | +723.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling