+4,293.4%
BE vs OTIS
+115.8%
+4,177.6%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.0% | -6.0% | -5.4% |
| 7D | +10.8% | -1.3% | +12.1% | +11.5% |
| 30D | -19.8% | +12.8% | -32.6% | -25.5% |
| 3M | -18.7% | +7.4% | -26.1% | -22.8% |
| 6M | -33.7% | +7.7% | -41.5% | -37.8% |
| YTD | +121.0% | -9.3% | +130.2% | +126.8% |
| 1Y | +85.4% | -12.1% | +97.5% | +93.2% |
| 3Y | +1,709.5% | +0.6% | +1,708.9% | +1,595.1% |
| 5Y | +462.2% | -1.1% | +463.3% | +426.7% |
| All | +4,293.4% | +115.8% | +4,177.6% | +3,179.5% |
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