+584.1%
PWR vs DOCS
-36.0%
+620.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.8% | +3.5% | +1.0% |
| 7D | +3.6% | -1.4% | +5.0% | +3.7% |
| 30D | -8.6% | +21.8% | -30.4% | -10.8% |
| 3M | -13.2% | +27.3% | -40.5% | -15.9% |
| 6M | +9.9% | -0.3% | +10.2% | +8.5% |
| YTD | +48.0% | -40.5% | +88.5% | +54.6% |
| 1Y | +66.2% | -61.5% | +127.7% | +82.6% |
| 3Y | +195.1% | +8.2% | +186.9% | +179.4% |
| 5Y | +442.6% | -73.4% | +516.0% | +455.8% |
| All | +584.1% | -36.0% | +620.1% | +575.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling