+318.3%
INTC vs OTIS
-19.7%
+338.0%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.8% | +0.8% | +3.1% |
| 7D | +7.5% | -3.0% | +10.4% | +6.4% |
| 30D | +2.0% | -6.0% | +8.0% | +0.2% |
| 3M | -12.0% | -0.9% | -11.1% | -12.4% |
| 6M | +114.5% | -17.3% | +131.9% | +108.4% |
| YTD | +179.0% | -19.6% | +198.5% | +162.8% |
| 1Y | +318.3% | -21.0% | +339.3% | +298.4% |
| All | +318.3% | -19.7% | +338.0% | +298.4% |
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