+113.8%
MSTR vs OTIS
-14.6%
+128.4%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.6% | -2.8% | -2.8% |
| 7D | +9.3% | -0.8% | +10.1% | +10.3% |
| 30D | +36.5% | -4.7% | +41.2% | +42.8% |
| 3M | +7.3% | +1.2% | +6.1% | +4.3% |
| 6M | +2.2% | -20.5% | +22.8% | +26.8% |
| YTD | -10.2% | -18.4% | +8.3% | +6.3% |
| 1Y | -58.6% | -18.1% | -40.5% | -51.6% |
| 3Y | +283.2% | -10.6% | +293.7% | +261.0% |
| 5Y | +113.8% | -16.1% | +129.9% | +102.0% |
| All | +113.8% | -14.6% | +128.4% | +102.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling