+875.7%
NVDA vs OTIS
-19.0%
+894.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.0% | -0.2% | -1.0% |
| 7D | -4.3% | -5.0% | +0.7% | -1.2% |
| 30D | +0.5% | -6.5% | +7.0% | +4.5% |
| 3M | +9.1% | -2.0% | +11.0% | +9.3% |
| 6M | +18.5% | -20.2% | +38.6% | +35.4% |
| YTD | +17.4% | -21.0% | +38.3% | +33.7% |
| 1Y | +23.4% | -20.9% | +44.3% | +39.3% |
| 3Y | +380.6% | -13.3% | +393.9% | +339.0% |
| 5Y | +875.7% | -18.5% | +894.2% | +799.0% |
| All | +875.7% | -19.0% | +894.7% | +799.0% |
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