+179.3%
HOOD vs OTIS
-17.1%
+196.4%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.1% |
| 7D | +7.7% | -2.2% | +9.9% | +9.4% |
| 30D | +22.0% | -4.3% | +26.3% | +25.3% |
| 3M | +37.6% | -2.2% | +39.8% | +38.1% |
| 6M | +45.3% | -19.9% | +65.2% | +67.1% |
| YTD | +1.9% | -19.3% | +21.3% | +15.2% |
| 1Y | -2.7% | -19.6% | +16.8% | +9.5% |
| 3Y | +973.4% | -11.5% | +984.9% | +925.7% |
| 5Y | +179.3% | -16.8% | +196.0% | +165.1% |
| All | +179.3% | -17.1% | +196.4% | +165.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling