-42.3%
MSTR vs OTIS
-9.8%
-32.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.9% | +1.2% | +5.6% |
| 7D | -1.8% | +9.5% | -11.3% | -0.6% |
| 30D | -13.3% | +21.1% | -34.4% | -11.6% |
| 3M | +46.0% | +9.0% | +37.0% | +46.8% |
| 6M | -22.4% | +6.4% | -28.9% | -22.0% |
| YTD | -6.2% | -7.1% | +0.9% | -9.6% |
| 1Y | -42.3% | -10.1% | -32.2% | -45.5% |
| All | -42.3% | -9.8% | -32.5% | -45.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling