+63.3%
LIN vs OTIS
+4.5%
+58.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.5% | -0.8% |
| 7D | +0.2% | +4.2% | -4.0% | -1.7% |
| 30D | +6.5% | +20.1% | -13.6% | -2.2% |
| 3M | +5.5% | +7.6% | -2.1% | +1.8% |
| 6M | +3.3% | +4.2% | -0.9% | +0.9% |
| YTD | +22.0% | -8.1% | +30.1% | +25.9% |
| 1Y | +25.7% | -11.5% | +37.3% | +32.2% |
| 3Y | +36.2% | +3.8% | +32.4% | +26.2% |
| All | +63.3% | +4.5% | +58.8% | +45.0% |
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