+85.4%
BE vs OTIS
-12.5%
+97.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.0% | -6.0% | -4.2% |
| 7D | +10.8% | -1.3% | +12.1% | +10.0% |
| 30D | -19.8% | +12.8% | -32.6% | -13.9% |
| 3M | -18.7% | +7.4% | -26.1% | -14.0% |
| 6M | -33.7% | +7.7% | -41.5% | -29.9% |
| YTD | +121.0% | -9.3% | +130.2% | +115.8% |
| 1Y | +85.4% | -12.1% | +97.5% | +68.3% |
| All | +85.4% | -12.5% | +97.9% | +68.3% |
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