+274.5%
LIN vs OTIS
+114.5%
+160.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.2% |
| 7D | +0.3% | -2.9% | +3.2% | +1.5% |
| 30D | +8.0% | +16.1% | -8.1% | +1.5% |
| 3M | +7.7% | +6.7% | +0.9% | +4.6% |
| 6M | +5.1% | +6.0% | -0.9% | +2.1% |
| YTD | +24.7% | -9.8% | +34.5% | +29.1% |
| 1Y | +25.1% | -12.3% | +37.4% | +31.1% |
| 3Y | +36.8% | -0.2% | +37.1% | +33.0% |
| 5Y | +67.9% | +1.0% | +66.9% | +59.7% |
| All | +274.5% | +114.5% | +160.0% | +189.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling