-10.1%
OTIS vs DOCU
+11.6%
-21.7%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.2% | +3.7% | +3.9% |
| 7D | +9.5% | -3.7% | +13.2% | +9.6% |
| 30D | +21.1% | +15.0% | +6.2% | +20.7% |
| 3M | +9.0% | +39.9% | -30.9% | +8.2% |
| 6M | +6.4% | +66.2% | -59.7% | +5.5% |
| YTD | -7.1% | +17.7% | -24.8% | -8.2% |
| 1Y | -10.1% | +13.7% | -23.8% | -11.1% |
| All | -10.1% | +11.6% | -21.7% | -11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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