-13.6%
OTIS vs BLDR
-58.1%
+44.5%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.9% | +1.9% | -1.4% |
| 7D | -5.0% | -8.1% | +3.1% | -3.7% |
| 30D | -6.5% | -21.5% | +15.0% | -2.8% |
| 3M | -2.0% | -21.0% | +19.0% | +1.4% |
| 6M | -20.2% | -37.1% | +16.9% | -14.6% |
| YTD | -21.0% | -42.7% | +21.7% | -14.6% |
| 1Y | -20.9% | -58.0% | +37.1% | -10.4% |
| All | -13.6% | -58.1% | +44.5% | -5.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling