+1,394.6%
WDC vs OTIS
-12.0%
+1,406.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.1% | +1.3% |
| 7D | +7.5% | -2.2% | +9.6% | +7.9% |
| 30D | +10.1% | -4.3% | +14.4% | +11.0% |
| 3M | -6.8% | -2.2% | -4.6% | -7.1% |
| 6M | +84.1% | -19.9% | +104.0% | +96.4% |
| YTD | +180.3% | -19.3% | +199.6% | +197.0% |
| 1Y | +411.1% | -19.6% | +430.6% | +441.9% |
| All | +1,394.6% | -12.0% | +1,406.6% | +1,313.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling