-10.1%
OTIS vs PLTD
-16.1%
+6.0%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.4% | +1.5% | +3.8% |
| 7D | +9.5% | +14.4% | -4.9% | +9.3% |
| 30D | +21.1% | +8.6% | +12.5% | +20.9% |
| 3M | +9.0% | -9.2% | +18.2% | +8.8% |
| 6M | +6.4% | -29.5% | +35.9% | +5.5% |
| YTD | -7.1% | -20.2% | +13.1% | -9.3% |
| 1Y | -10.1% | -16.5% | +6.4% | -12.6% |
| All | -10.1% | -16.1% | +6.0% | -12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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