OTIS monthly performance report
Monthly OTIS research: returns, drawdown, relative strength, seasonality, and key stats.
OTIS monthly report
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Key takeaways
- Otis Worldwide (OTIS) closed August 2026 at $73.83, up 2.61% for the month and −15.11% over the trailing 12 months.
- Year-to-date, OTIS is −15.48%, underperforming the S&P 500 which has returned +12.71% YTD.
- The stock is trading −10.28% versus its 200-day moving average ($82.29), a cautious technical signal.
- Over the past three years, OTIS has underperformed the S&P 500 by −88.60%, with a relative strength index reading of 48.
- Win rate over the trailing 39 months stands at 59% — 23 positive months versus 16 negative months.
Otis Worldwide ended August 2026 at $73.83, posting a monthly return of +2.61%. The S&P 500 returned +2.88% over the same window, leaving relative performance at −0.27%.
The current quarter stands at +1.53% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −10.28% versus the 200-day moving average ($82.29).
Year-to-date, OTIS is −15.48% against SPY +12.71%, a gap of −28.18%. The stock is currently −21.93% below its 52-week high, with maximum 3-year drawdown at −34.59%.
| Period | OTIS | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +1.00% | −0.16% | +1.16% |
| 1 Week | +0.64% | +5.36% | −4.72% |
| 1 Month | +2.61% | +2.88% | −0.27% |
| 3 Months | −4.22% | +6.65% | −10.86% |
| 6 Months |