+66.7%
PANW vs OTIS
-19.7%
+86.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.8% | -4.1% | -1.8% |
| 7D | -0.8% | -3.0% | +2.2% | -1.6% |
| 30D | -14.6% | -6.0% | -8.5% | -15.9% |
| 3M | +18.3% | -0.9% | +19.2% | +18.2% |
| 6M | +100.5% | -17.3% | +117.8% | +93.0% |
| YTD | +79.5% | -19.6% | +99.1% | +71.1% |
| 1Y | +66.7% | -21.0% | +87.7% | +58.5% |
| All | +66.7% | -19.7% | +86.5% | +58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 1y: compounded portfolio wealth divided by compounded OTIS 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…
1y analysis · Full analysis span regression · 6 months rolling