+330.8%
TEL vs OTIS
+91.3%
+239.5%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.8% | +1.8% | +2.7% |
| 7D | +1.6% | -3.0% | +4.5% | +3.1% |
| 30D | -0.7% | -6.0% | +5.4% | +2.3% |
| 3M | +2.4% | -0.9% | +3.3% | +2.6% |
| 6M | +4.1% | -17.3% | +21.5% | +14.0% |
| YTD | -5.8% | -19.6% | +13.7% | +3.9% |
| 1Y | +0.9% | -21.0% | +21.9% | +12.1% |
| 3Y | +72.6% | -12.1% | +84.7% | +73.4% |
| 5Y | +57.5% | -17.1% | +74.6% | +60.0% |
| All | +330.8% | +91.3% | +239.5% | +226.5% |
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