-45.1%
MSTR vs OTIS
-13.4%
-31.7%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.5% | -6.0% | -6.5% |
| 7D | -11.5% | -3.0% | -8.6% | -11.8% |
| 30D | -24.8% | +14.0% | -38.8% | -23.7% |
| 3M | +20.6% | +4.9% | +15.7% | +20.8% |
| 6M | -38.0% | +5.4% | -43.3% | -37.6% |
| YTD | -24.7% | -10.2% | -14.5% | -27.5% |
| All | -45.1% | -13.4% | -31.7% | -47.9% |
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 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