-17.6%
UBER vs OTIS
-14.9%
-2.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | -3.9% | -0.7% | -3.1% | -3.7% |
| 30D | +11.1% | -2.0% | +13.1% | +11.6% |
| 3M | +4.9% | +2.6% | +2.4% | +4.6% |
| 6M | -1.2% | -20.9% | +19.8% | +1.6% |
| YTD | -7.3% | -17.1% | +9.8% | -3.5% |
| 1Y | -17.6% | -15.9% | -1.7% | -13.8% |
| All | -17.6% | -14.9% | -2.7% | -13.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling