+114.0%
EQIX vs OTIS
+93.9%
+20.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +1.1% |
| 7D | +1.3% | -0.8% | +2.1% | +1.6% |
| 30D | +0.3% | -4.7% | +5.1% | +2.0% |
| 3M | -1.6% | +1.2% | -2.8% | -2.3% |
| 6M | +12.2% | -20.5% | +32.7% | +21.1% |
| YTD | +38.0% | -18.4% | +56.4% | +47.3% |
| 1Y | +38.9% | -18.1% | +57.0% | +47.8% |
| 3Y | +43.8% | -10.6% | +54.4% | +45.2% |
| 5Y | +30.4% | -16.1% | +46.5% | +30.8% |
| All | +114.0% | +93.9% | +20.0% | +71.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling