+143.9%
DASH vs OTIS
-10.9%
+154.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.6% | -3.7% | -4.7% |
| 7D | -11.2% | -0.8% | -10.4% | -10.9% |
| 30D | -7.3% | -4.7% | -2.6% | -5.5% |
| 3M | +31.4% | +1.2% | +30.2% | +31.0% |
| 6M | +11.9% | -20.5% | +32.4% | +21.7% |
| YTD | -11.5% | -18.4% | +6.9% | -4.9% |
| 1Y | -20.0% | -18.1% | -1.9% | -14.3% |
| 3Y | +143.9% | -10.6% | +154.5% | +86.4% |
| All | +143.9% | -10.9% | +154.8% | +86.4% |
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