+222.1%
PWR vs DOCS
+47.6%
+174.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.0% | +8.3% | +6.4% |
| 7D | -12.9% | -0.8% | -12.1% | -12.8% |
| 30D | -22.8% | +17.4% | -40.3% | -23.6% |
| 3M | -19.0% | +57.4% | -76.4% | -21.5% |
| 6M | -31.1% | +26.5% | -57.7% | -32.4% |
| YTD | +28.2% | -26.6% | +54.8% | +33.0% |
| 1Y | +22.2% | -48.1% | +70.3% | +31.9% |
| 3Y | +222.1% | +52.6% | +169.5% | +220.8% |
| All | +222.1% | +47.6% | +174.6% | +220.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 3y: compounded portfolio wealth divided by compounded DOCS 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…
3y analysis · Full analysis span regression · 6 months rolling