+741.3%
HAL vs OTIS
+87.9%
+653.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.0% | -0.8% | -1.9% |
| 7D | -3.3% | -5.0% | +1.8% | -1.0% |
| 30D | +7.2% | -6.5% | +13.7% | +10.4% |
| 3M | -8.8% | -2.0% | -6.8% | -8.4% |
| 6M | +3.0% | -20.2% | +23.2% | +13.3% |
| YTD | +29.4% | -21.0% | +50.4% | +42.7% |
| 1Y | +62.8% | -20.9% | +83.7% | +79.3% |
| 3Y | -6.4% | -13.3% | +6.9% | -4.6% |
| 5Y | +103.6% | -18.5% | +122.2% | +111.4% |
| All | +741.3% | +87.9% | +653.4% | +577.5% |
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 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