+27.2%
NFLX vs OTIS
-17.1%
+44.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.4% |
| 7D | -8.1% | -2.2% | -5.9% | -7.1% |
| 30D | -0.3% | -4.3% | +4.0% | +1.8% |
| 3M | -6.6% | -2.2% | -4.4% | -5.9% |
| 6M | -22.7% | -19.9% | -2.8% | -14.3% |
| YTD | -18.9% | -19.3% | +0.4% | -10.7% |
| 1Y | -39.8% | -19.6% | -20.3% | -33.8% |
| 3Y | +71.7% | -11.5% | +83.2% | +66.9% |
| 5Y | +27.2% | -16.8% | +44.0% | +19.4% |
| All | +27.2% | -17.1% | +44.3% | +19.4% |
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