+309.8%
BE vs OTIS
-19.7%
+329.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.8% | +4.9% | +7.0% |
| 7D | +9.0% | -3.0% | +12.0% | +8.3% |
| 30D | +16.3% | -6.0% | +22.3% | +14.7% |
| 3M | +10.8% | -0.9% | +11.7% | +9.2% |
| 6M | +73.2% | -17.3% | +90.5% | +67.5% |
| YTD | +217.4% | -19.6% | +236.9% | +200.2% |
| 1Y | +309.8% | -21.0% | +330.8% | +294.9% |
| All | +309.8% | -19.7% | +329.5% | +294.9% |
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