+665.9%
PWR vs DOCN
+171.0%
+494.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.8% | -2.1% | +0.2% |
| 7D | +3.6% | +1.1% | +2.5% | +3.4% |
| 30D | -8.6% | -9.6% | +1.1% | -7.2% |
| 3M | -13.2% | -37.7% | +24.5% | -6.8% |
| 6M | +9.9% | +115.2% | -105.3% | -6.8% |
| YTD | +48.0% | +133.7% | -85.7% | +22.9% |
| 1Y | +66.2% | +250.2% | -184.0% | +27.6% |
| 3Y | +195.1% | +320.3% | -125.2% | +112.1% |
| 5Y | +442.6% | +53.1% | +389.5% | +321.0% |
| All | +665.9% | +171.0% | +494.9% | +493.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling