+2,328.7%
PWR vs DOC
-2.1%
+2,330.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.8% | +2.5% | +1.3% |
| 7D | +3.6% | -1.5% | +5.1% | +4.1% |
| 30D | -8.6% | -4.8% | -3.8% | -7.1% |
| 3M | -13.2% | +6.9% | -20.0% | -15.7% |
| 6M | +9.9% | +20.7% | -10.8% | +1.3% |
| YTD | +48.0% | +34.1% | +13.9% | +30.8% |
| 1Y | +66.2% | +22.6% | +43.5% | +51.4% |
| 3Y | +195.1% | +20.8% | +174.3% | +164.5% |
| 5Y | +442.6% | -24.9% | +467.4% | +477.5% |
| All | +2,328.7% | -2.1% | +2,330.7% | +2,302.0% |
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