+78.2%
HBAN vs OTIS
-12.3%
+90.5%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | 0.0% |
| 7D | -1.0% | -3.0% | +2.0% | +0.2% |
| 30D | -5.6% | -6.0% | +0.4% | -3.2% |
| 3M | -1.1% | -0.9% | -0.3% | -1.2% |
| 6M | +9.9% | -17.3% | +27.2% | +18.6% |
| YTD | -0.9% | -19.6% | +18.6% | +8.1% |
| 1Y | -1.4% | -21.0% | +19.6% | +8.3% |
| 3Y | +78.2% | -12.1% | +90.3% | +60.3% |
| All | +78.2% | -12.3% | +90.5% | +60.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling