+1,645.9%
PLTR vs OTIS
+19.0%
+1,626.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.0% | -0.1% | -1.0% |
| 7D | -9.1% | -5.0% | -4.1% | -6.4% |
| 30D | -5.2% | -6.5% | +1.3% | -1.5% |
| 3M | +27.4% | -2.0% | +29.3% | +28.8% |
| 6M | +9.7% | -20.2% | +29.9% | +24.2% |
| YTD | -6.7% | -21.0% | +14.3% | +5.4% |
| 1Y | -0.5% | -20.9% | +20.3% | +11.6% |
| 3Y | +996.2% | -13.3% | +1,009.6% | +996.3% |
| 5Y | +531.1% | -18.5% | +549.7% | +493.3% |
| All | +1,645.9% | +19.0% | +1,626.9% | +1,623.9% |
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