-27.8%
OTIS vs PLTU
+133.3%
-161.1%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.6% | +0.2% | +1.8% |
| 7D | -3.0% | -8.1% | +5.2% | -2.8% |
| 30D | -6.0% | -7.0% | +1.0% | -6.0% |
| 3M | -0.9% | +40.0% | -40.9% | -1.7% |
| 6M | -17.3% | -6.0% | -11.3% | -17.8% |
| YTD | -19.6% | -37.1% | +17.5% | -19.6% |
| 1Y | -21.0% | -33.1% | +12.1% | -21.5% |
| All | -27.8% | +133.3% | -161.1% | -32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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