+82.1%
INFY vs OTIS
+87.9%
-5.8%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.0% | +1.9% | +0.5% |
| 7D | -9.8% | -5.0% | -4.7% | -8.2% |
| 30D | -13.4% | -6.5% | -6.9% | -11.5% |
| 3M | -7.2% | -2.0% | -5.3% | -6.5% |
| 6M | -20.6% | -20.2% | -0.4% | -14.9% |
| YTD | -37.5% | -21.0% | -16.5% | -32.9% |
| 1Y | -33.4% | -20.9% | -12.5% | -28.7% |
| 3Y | -32.4% | -13.3% | -19.1% | -31.3% |
| 5Y | -45.5% | -18.5% | -26.9% | -44.6% |
| All | +82.1% | +87.9% | -5.8% | +60.1% |
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