+45.0%
PINS vs OTIS
+91.8%
-46.9%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -1.1% | -8.2% | -8.7% |
| 7D | -13.9% | -2.2% | -11.7% | -12.8% |
| 30D | -25.0% | -4.3% | -20.7% | -23.2% |
| 3M | -16.6% | -2.2% | -14.4% | -15.8% |
| 6M | -7.0% | -19.9% | +12.9% | +3.9% |
| YTD | -29.4% | -19.3% | -10.1% | -21.7% |
| 1Y | -49.9% | -19.6% | -30.4% | -44.5% |
| 3Y | -33.6% | -11.5% | -22.1% | -32.8% |
| 5Y | -66.8% | -16.8% | -50.1% | -66.4% |
| All | +45.0% | +91.8% | -46.9% | +14.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling