+788.6%
WMB vs OTIS
+113.5%
+675.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.2% | +0.9% |
| 7D | +8.1% | -3.0% | +11.0% | +8.9% |
| 30D | -6.9% | +14.0% | -20.9% | -10.6% |
| 3M | -5.1% | +4.9% | -10.0% | -6.7% |
| 6M | -5.7% | +5.4% | -11.1% | -7.6% |
| YTD | +18.1% | -10.2% | +28.3% | +20.8% |
| 1Y | +18.4% | -13.4% | +31.8% | +22.5% |
| 3Y | +122.7% | -0.7% | +123.4% | +115.7% |
| 5Y | +202.0% | -2.1% | +204.2% | +189.6% |
| All | +788.6% | +113.5% | +675.0% | +613.5% |
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