+75.4%
IVV vs OTIS
+4.7%
+70.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.5% |
| 7D | -2.7% | +4.2% | -6.9% | -3.6% |
| 30D | -5.4% | +20.1% | -25.5% | -9.2% |
| 3M | -4.1% | +7.6% | -11.7% | -5.6% |
| 6M | +0.7% | +4.2% | -3.5% | -0.2% |
| YTD | +8.7% | -8.1% | +16.8% | +10.9% |
| 1Y | +11.0% | -11.5% | +22.5% | +14.4% |
| 3Y | +75.4% | +3.8% | +71.6% | +64.4% |
| All | +75.4% | +4.7% | +70.8% | +64.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling