+41.1%
PWR vs DOCN
+81.2%
-40.0%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.2% | +3.5% | +0.2% |
| 7D | +11.3% | +19.1% | -7.8% | +7.2% |
| 30D | -8.9% | -21.0% | +12.2% | -5.3% |
| 3M | -10.5% | -34.7% | +24.2% | -4.8% |
| 6M | -22.2% | -45.8% | +23.6% | -16.7% |
| YTD | +42.7% | +79.4% | -36.6% | +24.4% |
| 1Y | +41.1% | +91.0% | -49.9% | +19.6% |
| All | +41.1% | +81.2% | -40.0% | +19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 1y: compounded portfolio wealth divided by compounded DOCN 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…
1y analysis · Full analysis span regression · 6 months rolling