+524.4%
PWR vs DOCN
+70.4%
+454.1%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -15.9% | +3.6% | -9.4% |
| 7D | -19.9% | -29.3% | +9.4% | -14.6% |
| 30D | -29.3% | -46.0% | +16.8% | -21.2% |
| 3M | -25.5% | -43.2% | +17.7% | -18.4% |
| 6M | -34.0% | -53.7% | +19.7% | -25.9% |
| YTD | +20.7% | +46.9% | -26.2% | +8.0% |
| 1Y | +12.3% | +54.3% | -42.0% | -0.4% |
| 3Y | +201.9% | +185.5% | +16.3% | +132.1% |
| 5Y | +336.8% | -31.1% | +367.9% | +270.6% |
| All | +524.4% | +70.4% | +454.1% | +421.8% |
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