+6,210.1%
BE vs OTIS
+91.3%
+6,118.8%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.8% | +4.9% | +5.7% |
| 7D | +9.0% | -3.0% | +12.0% | +10.9% |
| 30D | +16.3% | -6.0% | +22.3% | +20.2% |
| 3M | +10.8% | -0.9% | +11.7% | +9.6% |
| 6M | +73.2% | -17.3% | +90.5% | +91.3% |
| YTD | +217.4% | -19.6% | +236.9% | +252.3% |
| 1Y | +309.8% | -21.0% | +330.8% | +358.5% |
| 3Y | +1,726.2% | -12.1% | +1,738.2% | +1,771.0% |
| 5Y | +1,306.2% | -17.1% | +1,323.2% | +1,346.1% |
| All | +6,210.1% | +91.3% | +6,118.8% | +4,994.8% |
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