-18.5%
OTIS vs PLTU
+121.9%
-140.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.2% | +5.3% | +1.1% |
| 7D | -1.3% | +9.0% | -10.3% | -1.4% |
| 30D | +12.8% | -33.0% | +45.8% | +13.2% |
| 3M | +7.4% | -19.0% | +26.4% | +7.4% |
| 6M | +7.7% | +30.4% | -22.7% | +6.6% |
| YTD | -9.3% | -40.2% | +30.9% | -9.5% |
| 1Y | -12.1% | -37.8% | +25.7% | -12.5% |
| All | -18.5% | +121.9% | -140.4% | -24.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling