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 September 2026 at $68.52, down 3.67% for the month and −24.16% over the trailing 12 months.
- Year-to-date, OTIS is −21.56%, underperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading −13.79% versus its 200-day moving average ($79.48), a cautious technical signal.
- Over the past three years, OTIS has underperformed the S&P 500 by −87.51%, with a relative strength index reading of 49.
- Win rate over the trailing 39 months stands at 51.3% — 20 positive months versus 19 negative months.
Otis Worldwide ended September 2026 at $68.52, posting a monthly return of −3.67%. The S&P 500 returned −0.70% over the same window, leaving relative performance at −2.97%.
The current quarter stands at −4.30% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −13.79% versus the 200-day moving average ($79.48).
Year-to-date, OTIS is −21.56% against SPY +11.70%, a gap of −33.25%. The stock is currently −27.55% below its 52-week high, with maximum 3-year drawdown at −35.96%.
| Period | OTIS | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.26% | −0.12% | −0.14% |
| 1 Week | −0.84% | −0.34% | −0.50% |
| 1 Month | −3.67% | −0.70% | −2.97% |
| 3 Months | −6.79% | +2.80% | −9.59% |
| 6 Months | −17.63% | +13.85% | −31.48% |
| YTD | −21.56% | +11.70% | −33.25% |
| 12 Months | −24.16% | +15.01% | −39.18% |
| 3 Years | −15.81% | +71.69% | −87.51% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2023 | +11.11% |
| #2 | Sep 2024 | +9.77% |
| #3 | May 2024 | +8.77% |
| #4 | Feb 2026 | +8.36% |
| #5 | Feb 2024 | +7.76% |
| Rank | Month | Return |
|---|---|---|
| #1 | Mar 2026 | −16.72% |
| #2 | Jul 2025 | −13.46% |
| #3 | Dec 2024 | −10.07% |
| #4 | May 2026 | −9.04% |
| #5 | Apr 2024 | −8.13% |
| Quarter | Return |
|---|---|
| Q2 2025 | −4.05% |
| Q3 2025 | −7.67% |
| Q4 2025 | −4.46% |
| Q1 2026 | −11.76% |
| Q2 2026 | −7.11% |
| Q3 2026 (QTD) | −4.30% |
| Year | Return |
|---|---|
| 2023 | +14.25% |
| 2024 | +3.51% |
| 2025 | −5.68% |
| 2026 | −21.56% |
| Metric | Value |
|---|---|
| 52-Week High | $94.57 (2026-02-20) |
| 52-Week Low | $67.65 (2026-09-10) |
| Current Price | $68.52 |
| 200-Day Moving Average | $79.48 |
| Price vs 200DMA | −13.79% |
| 3-Year Maximum Drawdown | −35.96% (2026-09-10) |
| Current Drawdown from 52W High | −27.55% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 49 |
| 3-Year Excess Return vs S&P 500 | −87.51% |
| RS Peak | 105.9 (Apr 2025) |
| RS Trough | 48.8 (Sep 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was OTIS's return for this report period?
OTIS returned −3.67% in the latest monthly window ending 2026-09-18.
Has OTIS outperformed SPY year to date?
YTD OTIS: −21.56% vs SPY: +11.70%.
What is OTIS's 12-month return?
−24.16% over the trailing 12 months.
Is OTIS above or below its 200-day moving average?
Price is −13.79% versus 200DMA ($79.48).
What is the maximum drawdown in the 3-year window?
−35.96% on 2026-09-10.