+1,477.0%
PWR vs DOCU
+107.7%
+1,369.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -2.0% | -10.3% | -12.1% |
| 7D | -19.9% | -3.2% | -16.6% | -19.6% |
| 30D | -29.3% | +15.7% | -44.9% | -30.5% |
| 3M | -25.5% | +37.3% | -62.7% | -28.4% |
| 6M | -34.0% | +63.1% | -97.1% | -38.5% |
| YTD | +20.7% | +15.4% | +5.3% | +17.0% |
| 1Y | +12.3% | +11.3% | +1.0% | +9.4% |
| 3Y | +201.9% | +92.1% | +109.8% | +166.0% |
| 5Y | +336.8% | -70.5% | +407.3% | +351.6% |
| All | +1,477.0% | +107.7% | +1,369.3% | +984.5% |
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 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