+23.7%
BBY vs OTIS
-14.9%
+38.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.4% | +3.6% | +3.3% |
| 7D | +9.5% | -0.7% | +10.2% | +9.8% |
| 30D | +6.8% | -2.0% | +8.8% | +7.5% |
| 3M | +28.9% | +2.6% | +26.3% | +27.5% |
| 6M | +37.8% | -20.9% | +58.7% | +52.7% |
| YTD | +38.7% | -17.1% | +55.9% | +47.7% |
| 1Y | +23.7% | -15.9% | +39.6% | +27.1% |
| All | +23.7% | -14.9% | +38.6% | +27.1% |
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 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