+1,668.3%
PLTR vs OTIS
+36.7%
+1,631.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.0% | -3.1% | -2.7% |
| 7D | +4.7% | -1.3% | +6.0% | +5.4% |
| 30D | -16.4% | +12.8% | -29.2% | -22.3% |
| 3M | -6.2% | +7.4% | -13.5% | -10.5% |
| 6M | +29.2% | +7.7% | +21.5% | +22.7% |
| YTD | -5.5% | -9.3% | +3.8% | -2.0% |
| 1Y | -2.4% | -12.1% | +9.7% | +3.1% |
| 3Y | +752.3% | +0.6% | +751.7% | +673.0% |
| 5Y | +635.8% | -1.1% | +636.9% | +538.5% |
| All | +1,668.3% | +36.7% | +1,631.6% | +1,502.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling