+358.3%
DELL vs OTIS
-19.7%
+378.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.8% | +10.2% | +12.1% |
| 7D | +8.2% | -3.0% | +11.2% | +7.7% |
| 30D | +17.1% | -6.0% | +23.1% | +16.1% |
| 3M | +45.2% | -0.9% | +46.0% | +43.5% |
| 6M | +286.8% | -17.3% | +304.1% | +305.2% |
| YTD | +354.8% | -19.6% | +374.3% | +381.0% |
| 1Y | +358.3% | -21.0% | +379.3% | +384.5% |
| All | +358.3% | -19.7% | +378.0% | +384.5% |
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