+1.3%
BBY vs OTIS
-17.8%
+19.1%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.8% | +1.3% | +2.1% |
| 7D | +0.6% | -3.0% | +3.6% | +2.3% |
| 30D | +9.4% | -6.0% | +15.4% | +13.3% |
| 3M | +19.3% | -0.9% | +20.2% | +19.5% |
| 6M | +47.9% | -17.3% | +65.2% | +63.9% |
| YTD | +39.6% | -19.6% | +59.1% | +56.8% |
| 1Y | +22.2% | -21.0% | +43.2% | +38.8% |
| 3Y | +45.0% | -12.1% | +57.1% | +48.1% |
| All | +1.3% | -17.8% | +19.1% | -2.2% |
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