+3,755.2%
DELL vs OTIS
+91.3%
+3,663.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.8% | +10.2% | +11.3% |
| 7D | +8.2% | -3.0% | +11.2% | +9.5% |
| 30D | +17.1% | -6.0% | +23.1% | +19.9% |
| 3M | +45.2% | -0.9% | +46.0% | +44.4% |
| 6M | +286.8% | -17.3% | +304.1% | +313.9% |
| YTD | +354.8% | -19.6% | +374.3% | +391.6% |
| 1Y | +358.3% | -21.0% | +379.3% | +399.3% |
| 3Y | +724.9% | -12.1% | +737.0% | +730.0% |
| 5Y | +1,193.7% | -17.1% | +1,210.8% | +1,203.7% |
| All | +3,755.2% | +91.3% | +3,663.9% | +3,028.3% |
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 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