+878.9%
HOOD vs OTIS
-0.5%
+879.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.5% | -3.4% | -3.7% |
| 7D | +3.8% | -3.0% | +6.7% | +4.4% |
| 30D | -26.4% | +14.0% | -40.4% | -28.8% |
| 3M | -14.3% | +4.9% | -19.2% | -15.3% |
| 6M | +3.9% | +5.4% | -1.4% | +2.3% |
| YTD | -28.1% | -10.2% | -17.9% | -25.7% |
| 1Y | -38.8% | -13.4% | -25.4% | -35.8% |
| All | +878.9% | -0.5% | +879.4% | +970.2% |
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