+219.5%
DOCN vs OTIS
+2.4%
+217.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -0.2% | +8.3% | +8.0% |
| 7D | -12.8% | +0.5% | -13.3% | -12.8% |
| 30D | -41.9% | +19.4% | -61.4% | -43.2% |
| 3M | -36.9% | +7.1% | -44.0% | -37.0% |
| 6M | -52.2% | +6.6% | -58.8% | -52.4% |
| YTD | +62.7% | -8.3% | +71.0% | +72.7% |
| 1Y | +58.2% | -11.6% | +69.8% | +71.6% |
| 3Y | +219.5% | +3.1% | +216.3% | +205.0% |
| All | +219.5% | +2.4% | +217.0% | +205.0% |
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