+325.3%
ASX vs OTIS
+4.7%
+320.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.7% | +7.1% | +6.5% |
| 7D | -19.9% | +4.2% | -24.2% | -20.4% |
| 30D | -30.9% | +20.1% | -51.0% | -33.3% |
| 3M | -15.1% | +7.6% | -22.7% | -16.0% |
| 6M | -6.5% | +4.2% | -10.7% | -6.7% |
| YTD | +98.4% | -8.1% | +106.5% | +106.0% |
| 1Y | +107.9% | -11.5% | +119.4% | +118.7% |
| 3Y | +325.3% | +3.8% | +321.5% | +260.4% |
| All | +325.3% | +4.7% | +320.6% | +260.4% |
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