+93.2%
OTIS vs DOCU
+1.4%
+91.8%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.5% |
| 7D | +4.2% | -5.5% | +9.8% | +4.8% |
| 30D | +20.1% | +12.6% | +7.5% | +18.7% |
| 3M | +7.6% | +36.4% | -28.8% | +4.3% |
| 6M | +4.2% | +66.8% | -62.6% | -1.2% |
| YTD | -8.1% | +13.5% | -21.6% | -9.9% |
| 1Y | -11.5% | +11.3% | -22.8% | -13.2% |
| 3Y | +3.8% | +92.1% | -88.3% | -6.5% |
| 5Y | +5.0% | -71.0% | +76.0% | +4.1% |
| All | +93.2% | +1.4% | +91.8% | +88.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling