+71.4%
OTIS vs WCN
+102.6%
-31.1%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.1% |
| 7D | -0.8% | -0.4% | -0.3% | -0.6% |
| 30D | -4.7% | -2.1% | -2.6% | -3.8% |
| 3M | +1.2% | +6.4% | -5.1% | -1.8% |
| 6M | -20.5% | -3.7% | -16.8% | -19.4% |
| YTD | -18.4% | -6.4% | -12.1% | -16.5% |
| 1Y | -18.1% | -7.9% | -10.1% | -15.6% |
| 3Y | -10.6% | +20.8% | -31.4% | -21.2% |
| 5Y | -16.1% | +29.0% | -45.1% | -29.9% |
| All | +71.4% | +102.6% | -31.1% | +5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded WCN 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling