+74.8%
ENTG vs OTIS
-14.9%
+89.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.4% | +6.5% | +6.3% |
| 7D | +2.8% | -0.7% | +3.6% | +3.0% |
| 30D | -4.7% | -2.0% | -2.7% | -4.1% |
| 3M | -0.7% | +2.6% | -3.3% | -2.6% |
| 6M | +7.7% | -20.9% | +28.6% | +19.0% |
| YTD | +65.1% | -17.1% | +82.2% | +75.3% |
| 1Y | +74.8% | -15.9% | +90.7% | +81.8% |
| All | +74.8% | -14.9% | +89.7% | +81.8% |
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