+1,149.0%
NVT vs OTIS
+91.3%
+1,057.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.8% | +2.9% | +3.7% |
| 7D | +4.1% | -3.0% | +7.0% | +5.7% |
| 30D | -5.1% | -6.0% | +0.9% | -2.2% |
| 3M | -1.2% | -0.9% | -0.3% | -1.5% |
| 6M | +46.6% | -17.3% | +63.9% | +60.4% |
| YTD | +60.0% | -19.6% | +79.6% | +77.1% |
| 1Y | +70.8% | -21.0% | +91.8% | +90.7% |
| 3Y | +187.5% | -12.1% | +199.6% | +192.2% |
| 5Y | +426.1% | -17.1% | +443.2% | +443.5% |
| All | +1,149.0% | +91.3% | +1,057.7% | +841.0% |
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