+69.1%
OTIS vs BBIO
+348.0%
-278.9%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.9% | +1.8% |
| 7D | -3.0% | -3.2% | +0.2% | -2.8% |
| 30D | -6.0% | -13.6% | +7.6% | -5.4% |
| 3M | -0.9% | +7.2% | -8.1% | -1.3% |
| 6M | -17.3% | +1.5% | -18.8% | -17.5% |
| YTD | -19.6% | -5.3% | -14.3% | -19.7% |
| 1Y | -21.0% | +37.7% | -58.7% | -22.7% |
| 3Y | -12.1% | +153.9% | -166.0% | -17.6% |
| 5Y | -17.1% | +43.9% | -61.0% | -26.9% |
| All | +69.1% | +348.0% | -278.9% | +27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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