+959.2%
MSTR vs OTIS
+115.8%
+843.5%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.5% | -3.2% |
| 7D | -13.4% | -1.3% | -12.1% | -12.6% |
| 30D | -22.1% | +12.8% | -34.9% | -29.1% |
| 3M | +15.0% | +7.4% | +7.6% | +8.1% |
| 6M | -37.3% | +7.7% | -45.0% | -41.8% |
| YTD | -26.5% | -9.3% | -17.3% | -23.3% |
| 1Y | -46.5% | -12.1% | -34.4% | -42.8% |
| 3Y | +121.1% | +0.6% | +120.4% | +105.4% |
| 5Y | +37.5% | -1.1% | +38.6% | +28.9% |
| All | +959.2% | +115.8% | +843.5% | +719.0% |
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 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