+1,826.8%
PWR vs DOC
+15.7%
+1,811.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.7% | +5.6% | +6.0% |
| 7D | -12.9% | +6.5% | -19.3% | -14.8% |
| 30D | -22.8% | +9.2% | -32.0% | -25.4% |
| 3M | -19.0% | -2.5% | -16.5% | -18.8% |
| 6M | -31.1% | +7.1% | -38.2% | -33.5% |
| YTD | +28.2% | +33.0% | -4.8% | +13.2% |
| 1Y | +22.2% | +23.3% | -1.1% | +10.9% |
| 3Y | +222.1% | +44.9% | +177.2% | +167.4% |
| 5Y | +364.1% | -21.6% | +385.7% | +384.4% |
| All | +1,826.8% | +15.7% | +1,811.0% | +1,632.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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