+203.2%
PWR vs DOC
+43.2%
+160.0%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -0.2% | -12.0% | -12.3% |
| 7D | -19.9% | +6.2% | -26.1% | -20.5% |
| 30D | -29.3% | +6.5% | -35.7% | -29.9% |
| 3M | -25.5% | -6.2% | -19.2% | -24.7% |
| 6M | -34.0% | +25.6% | -59.6% | -37.5% |
| YTD | +20.7% | +32.1% | -11.4% | +12.7% |
| 1Y | +12.3% | +20.3% | -8.0% | +7.2% |
| All | +203.2% | +43.2% | +160.0% | +173.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling