+1,575.7%
PWR vs DOCU
+104.2%
+1,471.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.7% | +7.9% | +6.4% |
| 7D | -12.9% | -5.5% | -7.3% | -12.3% |
| 30D | -22.8% | +12.6% | -35.5% | -24.0% |
| 3M | -19.0% | +36.4% | -55.4% | -22.2% |
| 6M | -31.1% | +66.8% | -97.9% | -36.0% |
| YTD | +28.2% | +13.5% | +14.8% | +24.5% |
| 1Y | +22.2% | +11.3% | +10.9% | +18.9% |
| 3Y | +222.1% | +92.1% | +130.1% | +183.6% |
| 5Y | +364.1% | -71.0% | +435.1% | +380.7% |
| All | +1,575.7% | +104.2% | +1,471.4% | +1,054.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling