+1,159.3%
MSTR vs OTIS
+91.8%
+1,067.4%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.1% | -1.7% | -2.0% |
| 7D | +7.7% | -2.2% | +9.9% | +9.7% |
| 30D | +36.3% | -4.3% | +40.7% | +40.8% |
| 3M | +13.4% | -2.2% | +15.6% | +14.3% |
| 6M | -4.5% | -19.9% | +15.4% | +11.8% |
| YTD | -12.7% | -19.3% | +6.7% | +0.4% |
| 1Y | -59.6% | -19.6% | -40.0% | -53.6% |
| 3Y | +272.5% | -11.5% | +284.0% | +284.6% |
| 5Y | +107.1% | -16.8% | +123.9% | +118.1% |
| All | +1,159.3% | +91.8% | +1,067.4% | +971.9% |
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