+75.6%
BA vs OTIS
+113.5%
-38.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.5% |
| 7D | -0.6% | -3.0% | +2.4% | +1.0% |
| 30D | -8.0% | +14.0% | -22.0% | -14.1% |
| 3M | -25.8% | +4.9% | -30.7% | -27.8% |
| 6M | -27.6% | +5.4% | -32.9% | -29.9% |
| YTD | -21.0% | -10.2% | -10.8% | -17.2% |
| 1Y | -12.3% | -13.4% | +1.1% | -6.3% |
| 3Y | -12.8% | -0.7% | -12.1% | -17.6% |
| 5Y | -22.4% | -2.1% | -20.2% | -27.0% |
| All | +75.6% | +113.5% | -38.0% | +21.8% |
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