-19.3%
OTIS vs PLTU
+131.7%
-151.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.7% | -0.5% |
| 7D | -3.0% | +21.9% | -24.9% | -3.2% |
| 30D | +14.0% | -35.3% | +49.3% | +14.5% |
| 3M | +4.9% | -7.7% | +12.6% | +4.7% |
| 6M | +5.4% | +24.2% | -18.9% | +4.3% |
| YTD | -10.2% | -37.5% | +27.3% | -10.4% |
| 1Y | -13.4% | -43.6% | +30.2% | -13.5% |
| All | -19.3% | +131.7% | -151.0% | -25.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling