+34.1%
NXPI vs OTIS
-12.5%
+46.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.9% | -0.9% |
| 7D | +6.8% | -1.3% | +8.1% | +6.9% |
| 30D | +20.0% | +12.8% | +7.3% | +18.8% |
| 3M | +14.8% | +7.4% | +7.4% | +14.3% |
| 6M | -10.5% | +7.7% | -18.2% | -10.9% |
| YTD | +23.7% | -9.3% | +33.0% | +26.9% |
| 1Y | +34.1% | -12.1% | +46.2% | +37.4% |
| All | +34.1% | -12.5% | +46.6% | +37.4% |
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