+57.4%
INTC vs OTIS
-9.8%
+67.1%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.9% | -7.6% | -0.7% |
| 7D | -39.0% | +9.5% | -48.5% | -34.1% |
| 30D | -49.8% | +21.1% | -71.0% | -42.4% |
| 3M | -42.2% | +9.0% | -51.2% | -36.5% |
| 6M | -39.2% | +6.4% | -45.6% | -33.3% |
| YTD | +57.9% | -7.1% | +65.0% | +59.4% |
| 1Y | +57.4% | -10.1% | +67.5% | +59.1% |
| All | +57.4% | -9.8% | +67.1% | +59.1% |
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 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