+74.2%
OTIS vs TECH
+81.5%
-7.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -0.7% | +0.1% | -0.8% | -0.8% |
| 30D | -2.0% | +0.7% | -2.7% | -2.1% |
| 3M | +2.6% | +36.3% | -33.8% | -3.5% |
| 6M | -20.9% | +25.6% | -46.5% | -25.1% |
| YTD | -17.1% | +23.7% | -40.8% | -21.5% |
| 1Y | -15.9% | +37.6% | -53.5% | -22.5% |
| 3Y | -12.7% | -6.6% | -6.2% | -14.9% |
| 5Y | -15.7% | -42.2% | +26.5% | -11.7% |
| All | +74.2% | +81.5% | -7.3% | +50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 all: compounded portfolio wealth divided by compounded TECH 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…
all analysis · Full analysis span regression · 6 months rolling