+69.1%
OTIS vs DINO
+497.7%
-428.6%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.8% |
| 7D | -3.0% | +2.3% | -5.3% | -3.2% |
| 30D | -6.0% | +22.6% | -28.7% | -8.4% |
| 3M | -0.9% | +55.2% | -56.1% | -6.3% |
| 6M | -17.3% | +93.8% | -111.1% | -24.5% |
| YTD | -19.6% | +139.5% | -159.1% | -28.9% |
| 1Y | -21.0% | +115.3% | -136.3% | -29.3% |
| 3Y | -12.1% | +98.8% | -110.9% | -21.7% |
| 5Y | -17.1% | +333.5% | -350.6% | -35.8% |
| All | +69.1% | +497.7% | -428.6% | +13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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