+396.0%
NVDA vs OTIS
-12.0%
+408.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.8% |
| 7D | -0.3% | -2.2% | +1.8% | -0.1% |
| 30D | +2.8% | -4.3% | +7.1% | +3.3% |
| 3M | +7.4% | -2.2% | +9.6% | +7.5% |
| 6M | +22.6% | -19.9% | +42.5% | +26.6% |
| YTD | +20.1% | -19.3% | +39.4% | +23.5% |
| 1Y | +31.2% | -19.6% | +50.7% | +34.6% |
| All | +396.0% | -12.0% | +408.0% | +333.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling