+8,390.6%
PWR vs DOC
+615.0%
+7,775.6%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.8% | +2.5% | +1.5% |
| 7D | +3.6% | -1.5% | +5.1% | +4.3% |
| 30D | -8.6% | -4.8% | -3.8% | -6.7% |
| 3M | -13.2% | +6.9% | -20.0% | -16.3% |
| 6M | +9.9% | +20.7% | -10.8% | -0.7% |
| YTD | +48.0% | +34.1% | +13.9% | +27.1% |
| 1Y | +66.2% | +22.6% | +43.5% | +48.0% |
| 3Y | +195.1% | +20.8% | +174.3% | +157.7% |
| 5Y | +442.6% | -24.9% | +467.4% | +480.5% |
| 10Y | +2,334.2% | -1.8% | +2,336.1% | +2,015.2% |
| All | +8,390.6% | +615.0% | +7,775.6% | +3,091.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling