+51.5%
DOCN vs OTIS
-11.3%
+62.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -0.2% | +8.3% | +7.8% |
| 7D | -12.8% | +0.5% | -13.3% | -12.1% |
| 30D | -41.9% | +19.4% | -61.4% | -30.9% |
| 3M | -36.9% | +7.1% | -44.0% | -30.1% |
| 6M | -52.2% | +6.6% | -58.8% | -45.9% |
| YTD | +62.7% | -8.3% | +71.0% | +80.9% |
| All | +51.5% | -11.3% | +62.8% | +65.2% |
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