OTIS monthly performance report
View OTIS's monthly returns, drawdown, and seasonality trends — updated every month.
OTIS monthly report
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Key takeaways
- Otis Worldwide (OTIS) closed November 2026 at $77.50, up 2.31% for the month and −14.45% over the trailing 12 months.
- Year-to-date, OTIS is −11.28%, underperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +2.25% versus its 200-day moving average ($75.80), a bullish technical signal.
- Over the past three years, OTIS has underperformed the S&P 500 by −76.61%, with a relative strength index reading of 55.3.
- Win rate over the trailing 39 months stands at 53.8% — 21 positive months versus 18 negative months.
Otis Worldwide ended November 2026 at $77.50, posting a monthly return of +2.31%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +2.49%.
The current quarter stands at +20.49% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +2.25% versus the 200-day moving average ($75.80).
Year-to-date, OTIS is −11.28% against SPY +10.62%, a gap of −21.90%. The stock is currently −18.05% below its 52-week high, with maximum 3-year drawdown at −39.58%.
| Period | OTIS | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.47% | −0.36% | +0.83% |
| 1 Week | −1.85% | +2.59% | −4.44% |
| 1 Month | +2.31% | −0.18% | +2.49% |
| 3 Months | +9.84% | −2.37% | +12.20% |
| 6 Months | +6.08% | +0.83% | +5.25% |
| YTD | −11.28% | +10.62% | −21.90% |
| 12 Months | −14.45% | +12.25% | −26.70% |
| 3 Years | −5.23% | +71.37% | −76.61% |
| Rank | Month | Return |
|---|---|---|
| #1 | Oct 2026 | +17.77% |
| #2 | Nov 2023 | +11.11% |
| #3 | Sep 2024 | +9.77% |
| #4 | May 2024 | +8.77% |
| #5 | Feb 2026 | +8.36% |
| Rank | Month | Return |
|---|---|---|
| #1 | Mar 2026 | −16.72% |
| #2 | Jul 2025 | −13.46% |
| #3 | Dec 2024 | −10.07% |
| #4 | Sep 2026 | −9.57% |
| #5 | May 2026 | −9.04% |
| Quarter | Return |
|---|---|
| Q3 2025 | −7.67% |
| Q4 2025 | −4.46% |
| Q1 2026 | −11.76% |
| Q2 2026 | −7.11% |
| Q3 2026 | −10.17% |
| Q4 2026 (QTD) | +20.49% |
| Year | Return |
|---|---|
| 2023 | +14.25% |
| 2024 | +3.51% |
| 2025 | −5.68% |
| 2026 | −11.28% |
| Metric | Value |
|---|---|
| 52-Week High | $94.57 (2026-02-20) |
| 52-Week Low | $63.58 (2026-10-02) |
| Current Price | $77.50 |
| 200-Day Moving Average | $75.80 |
| Price vs 200DMA | +2.25% |
| 3-Year Maximum Drawdown | −39.58% (2026-10-02) |
| Current Drawdown from 52W High | −18.05% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 55.3 |
| 3-Year Excess Return vs S&P 500 | −76.61% |
| RS Peak | 104.6 (Apr 2025) |
| RS Trough | 44.8 (Oct 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was OTIS's return for this report period?
OTIS returned +2.31% in the latest monthly window ending 2026-11-13.
Has OTIS outperformed SPY year to date?
YTD OTIS: −11.28% vs SPY: +10.62%.
What is OTIS's 12-month return?
−14.45% over the trailing 12 months.
Is OTIS above or below its 200-day moving average?
Price is +2.25% versus 200DMA ($75.80).
What is the maximum drawdown in the 3-year window?
−39.58% on 2026-10-02.