+189.1%
HBAN vs OTIS
+87.9%
+101.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.0% | +2.6% | +1.7% |
| 7D | -1.9% | -5.0% | +3.1% | +0.8% |
| 30D | -5.9% | -6.5% | +0.6% | -2.5% |
| 3M | +0.2% | -2.0% | +2.2% | +0.8% |
| 6M | +6.6% | -20.2% | +26.8% | +19.7% |
| YTD | -1.7% | -21.0% | +19.3% | +10.7% |
| 1Y | -1.7% | -20.9% | +19.1% | +10.4% |
| 3Y | +74.9% | -13.3% | +88.2% | +81.0% |
| 5Y | +36.0% | -18.5% | +54.5% | +43.4% |
| All | +189.1% | +87.9% | +101.2% | +110.7% |
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