+191.3%
HBAN vs OTIS
+91.3%
+100.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | -0.2% |
| 7D | -1.0% | -3.0% | +2.0% | +0.6% |
| 30D | -5.6% | -6.0% | +0.4% | -2.5% |
| 3M | -1.1% | -0.9% | -0.3% | -1.2% |
| 6M | +9.9% | -17.3% | +27.2% | +21.0% |
| YTD | -0.9% | -19.6% | +18.6% | +10.5% |
| 1Y | -1.4% | -21.0% | +19.6% | +10.9% |
| 3Y | +78.2% | -12.1% | +90.3% | +83.1% |
| 5Y | +37.0% | -17.1% | +54.1% | +43.2% |
| All | +191.3% | +91.3% | +100.1% | +110.3% |
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