+249.8%
UBER vs OTIS
+91.3%
+158.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.0% | -2.1% |
| 7D | -5.4% | -3.0% | -2.4% | -4.0% |
| 30D | -4.9% | -6.0% | +1.1% | -2.0% |
| 3M | +3.0% | -0.9% | +3.9% | +3.4% |
| 6M | -4.4% | -17.3% | +12.9% | +4.4% |
| YTD | -12.3% | -19.6% | +7.3% | -3.1% |
| 1Y | -24.3% | -21.0% | -3.3% | -15.9% |
| 3Y | +46.4% | -12.1% | +58.5% | +52.6% |
| 5Y | +79.7% | -17.1% | +96.7% | +85.8% |
| All | +249.8% | +91.3% | +158.5% | +202.7% |
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 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