-58.8%
BSX vs OTIS
-19.7%
-39.1%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.8% |
| 7D | -10.1% | -3.0% | -7.1% | -9.3% |
| 30D | -16.4% | -6.0% | -10.4% | -15.0% |
| 3M | -8.9% | -0.9% | -8.0% | -8.4% |
| 6M | -38.3% | -17.3% | -20.9% | -37.8% |
| YTD | -54.9% | -19.6% | -35.4% | -54.0% |
| 1Y | -58.8% | -21.0% | -37.8% | -58.0% |
| All | -58.8% | -19.7% | -39.1% | -58.0% |
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