+5.1%
DHR vs OTIS
-14.9%
+20.0%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.4% |
| 7D | -3.9% | -0.7% | -3.2% | -3.6% |
| 30D | +4.0% | -2.0% | +6.0% | +4.8% |
| 3M | +11.5% | +2.6% | +8.9% | +10.5% |
| 6M | +1.9% | -20.9% | +22.8% | +10.0% |
| YTD | -8.9% | -17.1% | +8.2% | -3.5% |
| 1Y | +5.1% | -15.9% | +21.0% | +6.2% |
| All | +5.1% | -14.9% | +20.0% | +6.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling