+1,713.3%
PWR vs DOC
+14.9%
+1,698.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -0.2% | -12.0% | -12.2% |
| 7D | -19.9% | +6.2% | -26.1% | -21.6% |
| 30D | -29.3% | +6.5% | -35.7% | -31.0% |
| 3M | -25.5% | -6.2% | -19.2% | -24.2% |
| 6M | -34.0% | +25.6% | -59.6% | -40.3% |
| YTD | +20.7% | +32.1% | -11.4% | +6.7% |
| 1Y | +12.3% | +20.3% | -8.0% | +2.8% |
| 3Y | +201.9% | +42.7% | +159.1% | +152.0% |
| 5Y | +336.8% | -22.2% | +358.9% | +356.9% |
| All | +1,713.3% | +14.9% | +1,698.4% | +1,534.3% |
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