+34.0%
ZM vs OTIS
-12.0%
+46.0%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | -0.1% |
| 7D | +0.3% | -2.2% | +2.5% | +0.8% |
| 30D | -10.3% | -4.3% | -6.0% | -9.6% |
| 3M | -0.7% | -2.2% | +1.5% | -0.4% |
| 6M | +24.8% | -19.9% | +44.7% | +31.1% |
| YTD | +11.5% | -19.3% | +30.8% | +16.2% |
| 1Y | +12.3% | -19.6% | +31.9% | +17.0% |
| All | +34.0% | -12.0% | +46.0% | +23.0% |
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