+78.7%
DLR vs OTIS
+115.8%
-37.1%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.0% | -2.9% | -2.3% |
| 7D | +3.3% | -1.3% | +4.6% | +3.8% |
| 30D | +4.6% | +12.8% | -8.2% | 0.0% |
| 3M | -8.3% | +7.4% | -15.7% | -10.9% |
| 6M | -5.6% | +7.7% | -13.3% | -8.6% |
| YTD | +18.7% | -9.3% | +28.0% | +21.9% |
| 1Y | +17.1% | -12.1% | +29.2% | +21.6% |
| 3Y | +54.4% | +0.6% | +53.7% | +47.6% |
| 5Y | +36.5% | -1.1% | +37.6% | +29.1% |
| All | +78.7% | +115.8% | -37.1% | +26.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling