+4,161.2%
NVDA vs OTIS
+93.9%
+4,067.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.6% | -0.4% | -1.3% |
| 7D | +3.8% | -0.8% | +4.6% | +4.2% |
| 30D | +0.8% | -4.7% | +5.5% | +2.9% |
| 3M | +8.2% | +1.2% | +7.0% | +6.9% |
| 6M | +27.1% | -20.5% | +47.6% | +40.1% |
| YTD | +21.2% | -18.4% | +39.6% | +31.2% |
| 1Y | +34.3% | -18.1% | +52.4% | +44.3% |
| 3Y | +396.3% | -10.6% | +406.8% | +386.5% |
| 5Y | +913.8% | -16.1% | +929.9% | +882.3% |
| All | +4,161.2% | +93.9% | +4,067.3% | +3,661.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling