+336.8%
PWR vs DOCN
-34.6%
+371.3%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -15.9% | +3.6% | -9.2% |
| 7D | -19.9% | -29.3% | +9.4% | -14.2% |
| 30D | -29.3% | -46.0% | +16.8% | -20.6% |
| 3M | -25.5% | -43.2% | +17.7% | -17.9% |
| 6M | -34.0% | -53.7% | +19.7% | -25.3% |
| YTD | +20.7% | +46.9% | -26.2% | +6.6% |
| 1Y | +12.3% | +54.3% | -42.0% | -1.9% |
| 3Y | +201.9% | +185.5% | +16.3% | +124.3% |
| 5Y | +336.8% | -31.1% | +367.9% | +276.6% |
| All | +336.8% | -34.6% | +371.3% | +276.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling