+548.8%
PLTR vs OTIS
-17.1%
+565.9%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | +0.3% |
| 7D | 0.0% | -2.2% | +2.2% | +1.6% |
| 30D | -3.3% | -4.3% | +1.1% | -0.4% |
| 3M | +28.4% | -2.2% | +30.5% | +30.1% |
| 6M | +8.4% | -19.9% | +28.3% | +25.1% |
| YTD | -4.6% | -19.3% | +14.7% | +8.4% |
| 1Y | +4.4% | -19.6% | +24.0% | +18.1% |
| 3Y | +1,020.5% | -11.5% | +1,032.0% | +968.0% |
| 5Y | +548.8% | -16.8% | +565.6% | +502.3% |
| All | +548.8% | -17.1% | +565.9% | +502.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling