+1,778.2%
PWR vs DOCU
+110.9%
+1,667.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +19.1% | +1.6% | +17.5% | +18.9% |
| 30D | -12.0% | +10.8% | -22.9% | -13.1% |
| 3M | -10.6% | +38.0% | -48.5% | -14.1% |
| 6M | -20.8% | +77.4% | -98.2% | -27.0% |
| YTD | +43.7% | +17.2% | +26.6% | +39.1% |
| 1Y | +35.0% | +15.6% | +19.4% | +30.8% |
| 3Y | +249.4% | +95.6% | +153.8% | +207.3% |
| 5Y | +422.1% | -69.7% | +491.8% | +438.5% |
| All | +1,778.2% | +110.9% | +1,667.2% | +1,189.4% |
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