NASDAQ:OTTR | Roast Me | Otter Tail Corp

46/120 All 120 Win/Lose results shown below

Every strict quarterly win earns 1 point. A loss, tie, or unavailable scoring value earns 0. Gray context columns never affect the score. CEO quarterly pay is the explicitly marked annual ÷ 4 estimate.

Trailing 1 year (4 quarters): 1 wins, 11 lossesLast fetched: 4 Sept 2026

Complete point ledger

Each cell identifies the missing side explicitly. Unavailable evidence scores 0 only in Win/Lose columns; gray columns award no points.

QuarterTotal returnRevenue growthEPS growthNet marginNon-scoringTrailing P/ENon-scoringPrice/bookNon-scoringCEO quarterly payNon-scoringImplied DilutionNon-scoringImplied BuybackNon-scoring
2026-Q20/3 LoseOTTR / S&P
3.18% / 15.20%
LoseOTTR / S&P
0.27% / 15.00%
LoseOTTR / S&P
-31.76% / 50.40%
Non-scoringOTTR / S&P
14.83% / 15.70%
Non-scoringOTTR / S&P
19.37 / 28.47
Non-scoringOTTR / S&P
2.01 / S&P unavailable
Non-scoringOTTR / S&P
OTTR unavailable / S&P unavailable
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
Non-scoringOTTR / S&P
OTTR unavailable / $0.36b
2026-Q11/3 WinOTTR / S&P
9.34% / -4.33%
LoseOTTR / S&P
-0.54% / 11.30%
LoseOTTR / S&P
-4.99% / 27.70%
Non-scoringOTTR / S&P
21.34% / 14.80%
Non-scoringOTTR / S&P
13.13 / 25.43
Non-scoringOTTR / S&P
1.93 / S&P unavailable
Non-scoringOTTR / S&P
OTTR unavailable / S&P unavailable
Non-scoringOTTR / S&P
OTTR unavailable / $0.27b
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
2025-Q40/3 LoseOTTR / S&P
-0.80% / 2.65%
LoseOTTR / S&P
-1.99% / 9.00%
LoseOTTR / S&P
-8.51% / 13.40%
Non-scoringOTTR / S&P
21.16% / 13.20%
Non-scoringOTTR / S&P
12.27 / 28.48
Non-scoringOTTR / S&P
1.82 / 5.39
Non-scoringOTTR / S&P
OTTR unavailable / $4.42m
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
Non-scoringOTTR / S&P
OTTR unavailable / $0.20b
2025-Q30/3 LoseOTTR / S&P
7.01% / 8.12%
LoseOTTR / S&P
-3.18% / 4.61%
LoseOTTR / S&P
-8.43% / 13.45%
Non-scoringOTTR / S&P
21.47% / 11.78%
Non-scoringOTTR / S&P
12.31 / 28.13
Non-scoringOTTR / S&P
1.88 / 5.27
Non-scoringOTTR / S&P
OTTR unavailable / $4.42m
Non-scoringOTTR / S&P
OTTR unavailable / $0.11b
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
2025-Q20/3 LoseOTTR / S&P
-3.43% / 10.94%
LoseOTTR / S&P
-3.69% / 4.83%
LoseOTTR / S&P
-8.11% / 10.63%
Non-scoringOTTR / S&P
21.82% / 11.45%
Non-scoringOTTR / S&P
11.29 / 27.10
Non-scoringOTTR / S&P
1.82 / 5.01
Non-scoringOTTR / S&P
OTTR unavailable / $4.42m
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
Non-scoringOTTR / S&P
OTTR unavailable / $0.23b
2025-Q11/3 WinOTTR / S&P
9.56% / -4.27%
LoseOTTR / S&P
-2.68% / 4.98%
LoseOTTR / S&P
-3.57% / 10.57%
Non-scoringOTTR / S&P
22.37% / 11.39%
Non-scoringOTTR / S&P
11.39 / 26.23
Non-scoringOTTR / S&P
1.96 / 4.69
Non-scoringOTTR / S&P
OTTR unavailable / $4.42m
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
Non-scoringOTTR / S&P
OTTR unavailable / $0.10b
2024-Q40/3 LoseOTTR / S&P
-4.97% / 2.41%
LoseOTTR / S&P
-1.38% / 5.25%
LoseOTTR / S&P
2.43% / 6.15%
Non-scoringOTTR / S&P
22.67% / 11.29%
Non-scoringOTTR / S&P
10.24 / 28.60
Non-scoringOTTR / S&P
1.85 / 4.99
Non-scoringOTTR / S&P
OTTR unavailable / $4.28m
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
Non-scoringOTTR / S&P
OTTR unavailable / $0.08b
2024-Q31/3 LoseOTTR / S&P
-10.29% / 5.89%
LoseOTTR / S&P
0.41% / 5.89%
WinOTTR / S&P
9.20% / 6.11%
Non-scoringOTTR / S&P
22.70% / 10.87%
Non-scoringOTTR / S&P
10.73 / 28.09
Non-scoringOTTR / S&P
2.00 / 4.94
Non-scoringOTTR / S&P
OTTR unavailable / $4.28m
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
Non-scoringOTTR / S&P
OTTR unavailable / $0.21b
2024-Q21/3 LoseOTTR / S&P
1.89% / 4.28%
LoseOTTR / S&P
-0.02% / 5.38%
WinOTTR / S&P
14.73% / 5.12%
Non-scoringOTTR / S&P
22.84% / 10.85%
Non-scoringOTTR / S&P
11.77 / 27.64
Non-scoringOTTR / S&P
2.34 / 4.79
Non-scoringOTTR / S&P
OTTR unavailable / $4.28m
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
Non-scoringOTTR / S&P
OTTR unavailable / $0.36b
2024-Q11/3 LoseOTTR / S&P
2.22% / 10.56%
LoseOTTR / S&P
-4.72% / 5.71%
WinOTTR / S&P
11.15% / 5.59%
Non-scoringOTTR / S&P
22.55% / 10.81%
Non-scoringOTTR / S&P
11.80 / 27.02
Non-scoringOTTR / S&P
2.41 / 4.71
Non-scoringOTTR / S&P
OTTR unavailable / $4.28m
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
Non-scoringOTTR / S&P
OTTR unavailable / $0.12b
2023-Q41/3 WinOTTR / S&P
12.56% / 11.69%
LoseOTTR / S&P
-7.60% / 6.81%
LoseOTTR / S&P
3.24% / 7.78%
Non-scoringOTTR / S&P
21.81% / 11.19%
Non-scoringOTTR / S&P
12.05 / 24.35
Non-scoringOTTR / S&P
2.46 / 4.31
Non-scoringOTTR / S&P
OTTR unavailable / $4.08m
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
Non-scoringOTTR / S&P
OTTR unavailable / $0.01b
2023-Q30/3 LoseOTTR / S&P
-3.39% / -3.27%
LoseOTTR / S&P
-10.49% / 7.52%
LoseOTTR / S&P
-5.56% / -5.03%
Non-scoringOTTR / S&P
20.84% / 10.84%
Non-scoringOTTR / S&P
11.37 / 23.93
Non-scoringOTTR / S&P
2.26 / 3.98
Non-scoringOTTR / S&P
OTTR unavailable / $4.08m
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
Non-scoringOTTR / S&P
OTTR unavailable / $0.24b
2023-Q22/3 WinOTTR / S&P
9.88% / 8.74%
LoseOTTR / S&P
-4.43% / 9.50%
WinOTTR / S&P
2.87% / -8.57%
Non-scoringOTTR / S&P
19.87% / 10.88%
Non-scoringOTTR / S&P
12.17 / 24.01
Non-scoringOTTR / S&P
2.48 / 4.19
Non-scoringOTTR / S&P
OTTR unavailable / $4.08m
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
Non-scoringOTTR / S&P
OTTR unavailable / $0.17b
2023-Q12/3 WinOTTR / S&P
23.94% / 7.50%
LoseOTTR / S&P
8.66% / 10.77%
WinOTTR / S&P
25.24% / -15.69%
Non-scoringOTTR / S&P
19.28% / 10.82%
Non-scoringOTTR / S&P
10.97 / 22.66
Non-scoringOTTR / S&P
2.38 / 3.93
Non-scoringOTTR / S&P
OTTR unavailable / $4.08m
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
Non-scoringOTTR / S&P
OTTR unavailable / $0.13b
2022-Q42/3 LoseOTTR / S&P
-3.84% / 7.56%
WinOTTR / S&P
21.92% / 11.88%
WinOTTR / S&P
59.91% / -17.99%
Non-scoringOTTR / S&P
19.46% / 11.09%
Non-scoringOTTR / S&P
8.60 / 22.65
Non-scoringOTTR / S&P
2.01 / 3.75
Non-scoringOTTR / S&P
OTTR unavailable / $3.70m
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
Non-scoringOTTR / S&P
OTTR unavailable / $0.15b
2022-Q32/3 LoseOTTR / S&P
-7.88% / -4.88%
WinOTTR / S&P
37.77% / 13.47%
WinOTTR / S&P
103.48% / -1.41%
Non-scoringOTTR / S&P
19.68% / 12.28%
Non-scoringOTTR / S&P
8.72 / 20.58
Non-scoringOTTR / S&P
2.16 / 3.60
Non-scoringOTTR / S&P
OTTR unavailable / $3.70m
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
Non-scoringOTTR / S&P
OTTR unavailable / $0.17b
2022-Q23/3 WinOTTR / S&P
8.12% / -16.10%
WinOTTR / S&P
42.10% / 13.71%
WinOTTR / S&P
104.90% / 11.04%
Non-scoringOTTR / S&P
18.40% / 13.03%
Non-scoringOTTR / S&P
10.65 / 20.28
Non-scoringOTTR / S&P
2.50 / 3.78
Non-scoringOTTR / S&P
OTTR unavailable / $3.70m
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
Non-scoringOTTR / S&P
OTTR unavailable / $0.17b
2022-Q12/3 LoseOTTR / S&P
-11.89% / -4.60%
WinOTTR / S&P
44.03% / 15.97%
WinOTTR / S&P
111.74% / 42.23%
Non-scoringOTTR / S&P
16.66% / 14.22%
Non-scoringOTTR / S&P
11.90 / 22.19
Non-scoringOTTR / S&P
2.48 / 4.51
Non-scoringOTTR / S&P
OTTR unavailable / $3.70m
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
Non-scoringOTTR / S&P
OTTR unavailable / $0.20b
2021-Q42/3 WinOTTR / S&P
28.36% / 11.03%
WinOTTR / S&P
35.61% / 15.00%
LoseOTTR / S&P
81.20% / 96.40%
Non-scoringOTTR / S&P
14.76% / 15.13%
Non-scoringOTTR / S&P
16.79 / 23.63
Non-scoringOTTR / S&P
3.00 / 4.73
Non-scoringOTTR / S&P
OTTR unavailable / $3.63m
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
Non-scoringOTTR / S&P
OTTR unavailable / $0.13b
2021-Q31/3 WinOTTR / S&P
15.51% / 0.58%
LoseOTTR / S&P
OTTR unavailable / 10.77%
LoseOTTR / S&P
44.35% / 69.42%
Non-scoringOTTR / S&P
13.27% / 14.13%
Non-scoringOTTR / S&P
16.17 / 25.35
Non-scoringOTTR / S&P
2.44 / 4.38
Non-scoringOTTR / S&P
OTTR unavailable / $3.63m
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
Non-scoringOTTR / S&P
OTTR unavailable / $0.19b
2021-Q20/3 LoseOTTR / S&P
6.60% / 8.55%
LoseOTTR / S&P
OTTR unavailable / 6.58%
LoseOTTR / S&P
42.99% / 51.81%
Non-scoringOTTR / S&P
12.66% / 13.34%
Non-scoringOTTR / S&P
15.96 / 26.70
Non-scoringOTTR / S&P
2.22 / 4.43
Non-scoringOTTR / S&P
OTTR unavailable / $3.63m
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
Non-scoringOTTR / S&P
OTTR unavailable / $0.11b
2021-Q12/3 WinOTTR / S&P
9.36% / 6.17%
LoseOTTR / S&P
OTTR unavailable / -1.06%
WinOTTR / S&P
17.06% / 7.39%
Non-scoringOTTR / S&P
11.20% / 11.60%
Non-scoringOTTR / S&P
18.81 / 30.50
Non-scoringOTTR / S&P
2.16 / 4.23
Non-scoringOTTR / S&P
OTTR unavailable / $3.63m
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
Non-scoringOTTR / S&P
OTTR unavailable / $0.10b
2020-Q42/3 WinOTTR / S&P
18.82% / 12.15%
LoseOTTR / S&P
OTTR unavailable / -3.72%
WinOTTR / S&P
7.83% / -33.42%
Non-scoringOTTR / S&P
10.85% / 8.86%
Non-scoringOTTR / S&P
18.44 / 39.26
Non-scoringOTTR / S&P
2.03 / 4.05
Non-scoringOTTR / S&P
OTTR unavailable / $3.17m
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
Non-scoringOTTR / S&P
OTTR unavailable / $0.01b
2020-Q31/3 LoseOTTR / S&P
-5.92% / 8.93%
LoseOTTR / S&P
OTTR unavailable / -2.04%
WinOTTR / S&P
18.32% / -27.10%
Non-scoringOTTR / S&P
OTTR unavailable / 9.24%
Non-scoringOTTR / S&P
15.22 / 34.27
Non-scoringOTTR / S&P
1.74 / 3.65
Non-scoringOTTR / S&P
OTTR unavailable / $3.17m
Non-scoringOTTR / S&P
OTTR unavailable / $0.02b
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
2020-Q21/3 LoseOTTR / S&P
-11.92% / 20.54%
LoseOTTR / S&P
OTTR unavailable / -0.46%
WinOTTR / S&P
8.08% / -27.11%
Non-scoringOTTR / S&P
OTTR unavailable / 9.37%
Non-scoringOTTR / S&P
18.35 / 31.29
Non-scoringOTTR / S&P
1.93 / 3.44
Non-scoringOTTR / S&P
OTTR unavailable / $3.17m
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
Non-scoringOTTR / S&P
OTTR unavailable / $0.03b
2020-Q12/3 WinOTTR / S&P
-12.72% / -19.60%
LoseOTTR / S&P
OTTR unavailable / 3.47%
WinOTTR / S&P
2.43% / -14.75%
Non-scoringOTTR / S&P
OTTR unavailable / 10.68%
Non-scoringOTTR / S&P
21.17 / 22.80
Non-scoringOTTR / S&P
2.24 / 2.92
Non-scoringOTTR / S&P
OTTR unavailable / $3.17m
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
Non-scoringOTTR / S&P
OTTR unavailable / $0.05b
2019-Q41/3 LoseOTTR / S&P
-3.90% / 9.07%
LoseOTTR / S&P
OTTR unavailable / 5.36%
WinOTTR / S&P
5.34% / 2.99%
Non-scoringOTTR / S&P
OTTR unavailable / 12.81%
Non-scoringOTTR / S&P
23.72 / 22.78
Non-scoringOTTR / S&P
2.64 / 3.53
Non-scoringOTTR / S&P
OTTR unavailable / $3.08m
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
Non-scoringOTTR / S&P
OTTR unavailable / $0.05b
2019-Q31/3 WinOTTR / S&P
2.47% / 1.70%
LoseOTTR / S&P
OTTR unavailable / 5.02%
LoseOTTR / S&P
-6.91% / 0.21%
Non-scoringOTTR / S&P
OTTR unavailable / 12.41%
Non-scoringOTTR / S&P
26.49 / 22.44
Non-scoringOTTR / S&P
2.82 / 3.30
Non-scoringOTTR / S&P
OTTR unavailable / $3.08m
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
Non-scoringOTTR / S&P
OTTR unavailable / $0.09b
2019-Q21/3 WinOTTR / S&P
6.73% / 4.30%
LoseOTTR / S&P
OTTR unavailable / 6.64%
LoseOTTR / S&P
-2.94% / 8.65%
Non-scoringOTTR / S&P
OTTR unavailable / 12.79%
Non-scoringOTTR / S&P
26.51 / 21.37
Non-scoringOTTR / S&P
2.82 / 3.32
Non-scoringOTTR / S&P
OTTR unavailable / $3.08m
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
Non-scoringOTTR / S&P
OTTR unavailable / $0.27b
2019-Q10/3 LoseOTTR / S&P
1.08% / 13.65%
LoseOTTR / S&P
OTTR unavailable / 8.12%
LoseOTTR / S&P
3.52% / 14.29%
Non-scoringOTTR / S&P
OTTR unavailable / 12.97%
Non-scoringOTTR / S&P
24.01 / 20.86
Non-scoringOTTR / S&P
2.67 / 3.26
Non-scoringOTTR / S&P
OTTR unavailable / $3.08m
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
Non-scoringOTTR / S&P
OTTR unavailable / $34.35b
2018-Q41/3 WinOTTR / S&P
4.36% / -13.52%
LoseOTTR / S&P
OTTR unavailable / 9.05%
LoseOTTR / S&P
13.19% / 18.23%
Non-scoringOTTR / S&P
OTTR unavailable / 13.10%
Non-scoringOTTR / S&P
23.91 / 19.39
Non-scoringOTTR / S&P
2.70 / 2.94
Non-scoringOTTR / S&P
OTTR unavailable / $3.00m
Non-scoringOTTR / S&P
OTTR unavailable / $0.01b
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
2018-Q31/3 LoseOTTR / S&P
1.33% / 7.71%
LoseOTTR / S&P
OTTR unavailable / 10.21%
WinOTTR / S&P
20.56% / 19.06%
Non-scoringOTTR / S&P
OTTR unavailable / 13.01%
Non-scoringOTTR / S&P
21.96 / 22.25
Non-scoringOTTR / S&P
2.62 / 3.45
Non-scoringOTTR / S&P
OTTR unavailable / $3.00m
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
Non-scoringOTTR / S&P
OTTR unavailable / $0.17b
2018-Q22/3 WinOTTR / S&P
10.64% / 3.43%
LoseOTTR / S&P
OTTR unavailable / 9.03%
WinOTTR / S&P
18.60% / 14.46%
Non-scoringOTTR / S&P
OTTR unavailable / 12.56%
Non-scoringOTTR / S&P
23.31 / 22.49
Non-scoringOTTR / S&P
2.64 / 3.25
Non-scoringOTTR / S&P
OTTR unavailable / $3.00m
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
Non-scoringOTTR / S&P
OTTR unavailable / $0.19b
2018-Q11/3 LoseOTTR / S&P
-1.68% / -0.76%
LoseOTTR / S&P
OTTR unavailable / 7.68%
WinOTTR / S&P
16.37% / 12.46%
Non-scoringOTTR / S&P
OTTR unavailable / 12.27%
Non-scoringOTTR / S&P
21.73 / 23.41
Non-scoringOTTR / S&P
2.43 / 3.17
Non-scoringOTTR / S&P
OTTR unavailable / $3.00m
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
Non-scoringOTTR / S&P
OTTR unavailable / $0.08b
2017-Q40/3 LoseOTTR / S&P
3.26% / 6.64%
LoseOTTR / S&P
5.70% / 7.03%
LoseOTTR / S&P
13.75% / 13.82%
Non-scoringOTTR / S&P
8.53% / 12.09%
Non-scoringOTTR / S&P
24.27 / 24.25
Non-scoringOTTR / S&P
2.52 / 3.23
Non-scoringOTTR / S&P
OTTR unavailable / $2.92m
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
Non-scoringOTTR / S&P
OTTR unavailable / $0.05b
2017-Q31/3 WinOTTR / S&P
10.32% / 4.48%
LoseOTTR / S&P
5.48% / 5.68%
LoseOTTR / S&P
16.13% / 17.57%
Non-scoringOTTR / S&P
8.53% / 12.04%
Non-scoringOTTR / S&P
23.95 / 23.28
Non-scoringOTTR / S&P
2.48 / 3.08
Non-scoringOTTR / S&P
OTTR unavailable / $2.92m
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
Non-scoringOTTR / S&P
OTTR unavailable / $0.11b
2017-Q21/3 WinOTTR / S&P
5.38% / 3.09%
LoseOTTR / S&P
2.69% / 4.83%
LoseOTTR / S&P
8.18% / 17.74%
Non-scoringOTTR / S&P
8.35% / 11.96%
Non-scoringOTTR / S&P
22.87 / 23.40
Non-scoringOTTR / S&P
2.28 / 3.03
Non-scoringOTTR / S&P
OTTR unavailable / $2.92m
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
Non-scoringOTTR / S&P
OTTR unavailable / $0.08b
2017-Q11/3 LoseOTTR / S&P
-6.33% / 6.07%
LoseOTTR / S&P
3.60% / 3.67%
WinOTTR / S&P
15.54% / 13.32%
Non-scoringOTTR / S&P
8.30% / 11.75%
Non-scoringOTTR / S&P
22.20 / 23.60
Non-scoringOTTR / S&P
2.20 / 3.01
Non-scoringOTTR / S&P
OTTR unavailable / $2.92m
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
Non-scoringOTTR / S&P
OTTR unavailable / $20.24b
2016-Q42/3 WinOTTR / S&P
18.99% / 3.82%
WinOTTR / S&P
3.04% / 2.09%
LoseOTTR / S&P
1.27% / 7.05%
Non-scoringOTTR / S&P
7.76% / 11.37%
Non-scoringOTTR / S&P
25.76 / 23.76
Non-scoringOTTR / S&P
2.40 / 2.91
Non-scoringOTTR / S&P
OTTR unavailable / $2.88m
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
Non-scoringOTTR / S&P
OTTR unavailable / $1.11b
2016-Q33/3 WinOTTR / S&P
4.22% / 3.85%
WinOTTR / S&P
1.44% / 0.20%
WinOTTR / S&P
5.44% / -3.15%
Non-scoringOTTR / S&P
7.46% / 10.82%
Non-scoringOTTR / S&P
22.84 / 24.22
Non-scoringOTTR / S&P
2.07 / 2.78
Non-scoringOTTR / S&P
OTTR unavailable / $2.88m
Non-scoringOTTR / S&P
OTTR unavailable / $0.00b
Non-scoringOTTR / S&P
OTTR unavailable / $0.16b

Dividend-reinvested, split-adjusted total return

1Y · 2025-08-29 to 2026-08-27

MetricOTTR total returnS&P 500 Total Return Index
Total return11.98%20.78%
Annualized return11.98%20.78%

5Y · 2021-09-01 to 2026-08-27

MetricOTTR total returnS&P 500 Total Return Index
Total return86.72%83.14%
Annualized return13.30%12.86%

10Y · 2016-09-01 to 2026-08-27

MetricOTTR total returnS&P 500 Total Return Index
Total return252.89%319.30%
Annualized return13.44%15.41%

Calculation rules

window
Latest 40 completed benchmark quarters; unavailable issuer evidence remains visible and scores 0.
return Basis
Issuer adjusted close reinvests distributions and normalizes splits; the S&P 500 Total Return Index is the direct benchmark.
point Rule
Strict same-quarter win = 1. Loss, tie or unavailable evidence = 0. No partial or subjective points.
frequency
Quarter endpoints only.
fundamentals
Trailing-four-quarter issuer revenue and EPS growth use the issuer's normalized government-filed facts.
non Scoring
Net margin, P/E, P/B and other gray context columns never enter the score.

Snapshot captured 2026-09-04.