+4,025.4%
NVDA vs OTIS
+91.3%
+3,934.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | -0.8% |
| 7D | -5.1% | -3.0% | -2.2% | -3.9% |
| 30D | -2.5% | -6.0% | +3.5% | +0.1% |
| 3M | +6.7% | -0.9% | +7.5% | +6.4% |
| 6M | +17.6% | -17.3% | +34.9% | +27.2% |
| YTD | +17.3% | -19.6% | +36.9% | +27.8% |
| 1Y | +23.5% | -21.0% | +44.5% | +35.2% |
| 3Y | +384.6% | -12.1% | +396.7% | +379.0% |
| 5Y | +875.4% | -17.1% | +892.5% | +850.6% |
| All | +4,025.4% | +91.3% | +3,934.1% | +3,564.0% |
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 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