-10.1%
OTIS vs BLDR
-38.1%
+28.0%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +9.3% | -5.4% | +1.9% |
| 7D | +9.5% | +24.4% | -14.9% | +4.7% |
| 30D | +21.1% | +24.9% | -3.8% | +15.5% |
| 3M | +9.0% | -7.8% | +16.8% | +9.6% |
| 6M | +6.4% | -5.8% | +12.2% | +6.1% |
| YTD | -7.1% | -32.5% | +25.3% | -3.1% |
| 1Y | -10.1% | -36.7% | +26.6% | -5.5% |
| All | -10.1% | -38.1% | +28.0% | -5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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