+319.1%
DELL vs OTIS
-14.9%
+334.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.4% |
| 7D | +14.9% | -0.7% | +15.6% | +14.7% |
| 30D | +13.3% | -2.0% | +15.3% | +13.0% |
| 3M | +24.4% | +2.6% | +21.8% | +23.6% |
| 6M | +258.0% | -20.9% | +278.9% | +287.8% |
| YTD | +320.2% | -17.1% | +337.3% | +345.3% |
| 1Y | +319.1% | -15.9% | +335.0% | +347.0% |
| All | +319.1% | -14.9% | +334.0% | +347.0% |
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