-10.8%
NVTS vs OTIS
-9.8%
-1.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +3.9% | +5.1% | +11.4% |
| 7D | -0.3% | +9.5% | -9.8% | +5.8% |
| 30D | -24.4% | +21.1% | -45.5% | -14.8% |
| 3M | -26.5% | +9.0% | -35.5% | -21.4% |
| 6M | -41.4% | +6.4% | -47.8% | -37.4% |
| YTD | +30.7% | -7.1% | +37.8% | +31.6% |
| 1Y | -10.8% | -10.1% | -0.7% | -16.1% |
| All | -10.8% | -9.8% | -1.0% | -16.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling