+2,345.2%
PWR vs OTIS
+91.3%
+2,253.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.8% | +3.4% | +4.3% |
| 7D | +4.2% | -3.0% | +7.2% | +5.6% |
| 30D | -4.0% | -6.0% | +2.0% | -1.5% |
| 3M | -4.8% | -0.9% | -3.9% | -5.2% |
| 6M | +14.6% | -17.3% | +32.0% | +24.2% |
| YTD | +54.2% | -19.6% | +73.8% | +68.4% |
| 1Y | +67.1% | -21.0% | +88.1% | +83.8% |
| 3Y | +218.5% | -12.1% | +230.5% | +220.5% |
| 5Y | +466.3% | -17.1% | +483.4% | +476.6% |
| All | +2,345.2% | +91.3% | +2,253.9% | +1,793.3% |
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 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