+250.7%
HOOD vs OTIS
-12.2%
+262.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -1.9% |
| 7D | +17.1% | -0.7% | +17.9% | +17.8% |
| 30D | +31.6% | -2.0% | +33.6% | +33.0% |
| 3M | +38.2% | +2.6% | +35.7% | +34.2% |
| 6M | +48.5% | -20.9% | +69.5% | +72.4% |
| YTD | +8.0% | -17.1% | +25.1% | +19.7% |
| 1Y | +18.7% | -15.9% | +34.6% | +29.3% |
| 3Y | +999.1% | -12.7% | +1,011.8% | +979.5% |
| 5Y | +181.7% | -15.7% | +197.4% | +148.4% |
| All | +250.7% | -12.2% | +262.9% | +219.1% |
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 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