+1,706.1%
PLTR vs OTIS
+35.3%
+1,670.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.2% |
| 7D | +10.7% | -3.0% | +13.7% | +12.5% |
| 30D | -17.8% | +14.0% | -31.8% | -24.1% |
| 3M | +0.3% | +4.9% | -4.6% | -3.1% |
| 6M | +26.2% | +5.4% | +20.8% | +21.4% |
| YTD | -3.5% | -10.2% | +6.7% | +0.7% |
| 1Y | -6.8% | -13.4% | +6.5% | -0.7% |
| 3Y | +772.3% | -0.7% | +773.0% | +697.6% |
| 5Y | +651.6% | -2.1% | +653.7% | +555.9% |
| All | +1,706.1% | +35.3% | +1,670.9% | +1,546.4% |
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