+511.0%
FSLR vs OTIS
+97.1%
+413.9%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.1% | -1.3% |
| 7D | 0.0% | -0.7% | +0.7% | +0.3% |
| 30D | -13.7% | -2.0% | -11.7% | -13.0% |
| 3M | -35.1% | +2.6% | -37.6% | -36.0% |
| 6M | +3.6% | -20.9% | +24.6% | +13.5% |
| YTD | -21.7% | -17.1% | -4.6% | -16.1% |
| 1Y | +1.3% | -15.9% | +17.2% | +7.8% |
| 3Y | +9.7% | -12.7% | +22.4% | +13.4% |
| 5Y | +117.4% | -15.7% | +133.1% | +123.1% |
| All | +511.0% | +97.1% | +413.9% | +397.7% |
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