+65.9%
LIN vs OTIS
-0.1%
+66.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.6% |
| 7D | +0.2% | -3.0% | +3.2% | +1.6% |
| 30D | +6.2% | +14.0% | -7.8% | -0.1% |
| 3M | +9.3% | +4.9% | +4.4% | +6.7% |
| 6M | +4.4% | +5.4% | -1.0% | +1.4% |
| YTD | +23.7% | -10.2% | +33.9% | +29.0% |
| 1Y | +23.5% | -13.4% | +36.8% | +31.0% |
| 3Y | +35.8% | -0.7% | +36.5% | +28.7% |
| 5Y | +65.9% | -2.1% | +68.0% | +51.4% |
| All | +65.9% | -0.1% | +66.0% | +51.4% |
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 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