+32.4%
PWR vs DOCU
+11.6%
+20.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | +0.2% | -11.8% | -11.6% |
| 7D | -4.4% | -3.7% | -0.7% | -5.4% |
| 30D | -15.1% | +15.0% | -30.0% | -11.0% |
| 3M | -16.2% | +39.9% | -56.1% | -6.7% |
| 6M | -23.3% | +66.2% | -89.5% | -9.5% |
| YTD | +37.6% | +17.7% | +19.9% | +61.4% |
| 1Y | +32.4% | +13.7% | +18.7% | +57.5% |
| All | +32.4% | +11.6% | +20.8% | +57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 1y: compounded portfolio wealth divided by compounded DOCU 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…
1y analysis · Full analysis span regression · 6 months rolling