-29.8%
DASH vs OTIS
-0.1%
-29.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -2.8% |
| 7D | -4.1% | -3.0% | -1.1% | -1.9% |
| 30D | -10.6% | +14.0% | -24.6% | -18.6% |
| 3M | -18.8% | +4.9% | -23.7% | -21.6% |
| 6M | +11.2% | +5.4% | +5.8% | +6.6% |
| YTD | -23.8% | -10.2% | -13.6% | -18.4% |
| 1Y | -12.2% | -13.4% | +1.2% | -3.4% |
| 3Y | +97.3% | -0.7% | +98.0% | +68.6% |
| 5Y | -29.8% | -2.1% | -27.7% | -42.5% |
| All | -29.8% | -0.1% | -29.7% | -42.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling