+336.8%
PWR vs DOCS
-54.0%
+390.7%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -4.3% | -8.0% | -11.9% |
| 7D | -19.9% | -1.3% | -18.5% | -19.8% |
| 30D | -29.3% | +19.4% | -48.6% | -30.6% |
| 3M | -25.5% | +53.4% | -78.9% | -29.2% |
| 6M | -34.0% | +28.8% | -62.8% | -36.6% |
| YTD | +20.7% | -25.1% | +45.8% | +23.6% |
| 1Y | +12.3% | -48.1% | +60.5% | +20.7% |
| 3Y | +201.9% | +51.4% | +150.5% | +171.8% |
| 5Y | +336.8% | -51.1% | +387.9% | +327.5% |
| All | +336.8% | -54.0% | +390.7% | +327.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling