-49.3%
MSTR vs OTIS
-12.0%
-37.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.8% | -2.8% | -3.7% |
| 7D | -10.7% | +1.7% | -12.4% | -10.6% |
| 30D | -21.6% | +18.5% | -40.0% | -20.1% |
| 3M | +24.4% | +7.9% | +16.5% | +25.0% |
| 6M | -35.5% | +5.7% | -41.2% | -35.1% |
| YTD | -20.3% | -9.1% | -11.3% | -23.4% |
| 1Y | -49.3% | -11.6% | -37.7% | -51.7% |
| All | -49.3% | -12.0% | -37.3% | -51.7% |
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