-36.1%
HOOD vs OTIS
-9.8%
-26.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.9% | -1.8% | +2.9% |
| 7D | -4.4% | +9.5% | -13.9% | -2.4% |
| 30D | -23.4% | +21.1% | -44.5% | -20.2% |
| 3M | -6.5% | +9.0% | -15.5% | -4.8% |
| 6M | +14.2% | +6.4% | +7.8% | +16.7% |
| YTD | -22.7% | -7.1% | -15.6% | -23.8% |
| 1Y | -36.1% | -10.1% | -26.0% | -38.0% |
| All | -36.1% | -9.8% | -26.3% | -38.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling