+74.2%
OTIS vs DOV
+204.3%
-130.1%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.8% |
| 7D | -0.7% | -2.7% | +1.9% | +0.5% |
| 30D | -2.0% | -8.1% | +6.1% | +2.0% |
| 3M | +2.6% | -9.4% | +12.0% | +6.9% |
| 6M | -20.9% | -12.6% | -8.3% | -16.3% |
| YTD | -17.1% | -0.5% | -16.6% | -17.8% |
| 1Y | -15.9% | +9.2% | -25.2% | -20.7% |
| 3Y | -12.7% | +34.1% | -46.9% | -28.1% |
| 5Y | -15.7% | +17.3% | -33.0% | -27.4% |
| All | +74.2% | +204.3% | -130.1% | +7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 all: compounded portfolio wealth divided by compounded DOV 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…
all analysis · Full analysis span regression · 6 months rolling