-28.5%
OTIS vs PLTD
-76.7%
+48.2%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.3% | -4.3% | -2.0% |
| 7D | -5.0% | +9.9% | -14.9% | -4.8% |
| 30D | -6.5% | +3.8% | -10.3% | -6.4% |
| 3M | -2.0% | -32.3% | +30.3% | -2.7% |
| 6M | -20.2% | -25.9% | +5.7% | -20.6% |
| YTD | -21.0% | -16.4% | -4.6% | -21.0% |
| 1Y | -20.9% | -25.2% | +4.3% | -21.2% |
| All | -28.5% | -76.7% | +48.2% | -33.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling