+102.3%
INTC vs OTIS
-19.0%
+121.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.0% | -3.5% | -4.6% |
| 7D | +9.4% | -5.0% | +14.5% | +12.1% |
| 30D | +2.7% | -6.5% | +9.2% | +5.8% |
| 3M | -6.3% | -2.0% | -4.3% | -6.5% |
| 6M | +114.5% | -20.2% | +134.6% | +138.2% |
| YTD | +171.9% | -21.0% | +192.8% | +200.5% |
| 1Y | +305.0% | -20.9% | +325.9% | +346.3% |
| 3Y | +168.3% | -13.3% | +181.7% | +170.0% |
| 5Y | +102.3% | -18.5% | +120.8% | +95.2% |
| All | +102.3% | -19.0% | +121.3% | +95.2% |
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