+222.1%
PWR vs DOCU
+87.9%
+134.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.7% | +7.9% | +6.3% |
| 7D | -12.9% | -5.5% | -7.3% | -12.8% |
| 30D | -22.8% | +12.6% | -35.5% | -23.0% |
| 3M | -19.0% | +36.4% | -55.4% | -19.8% |
| 6M | -31.1% | +66.8% | -97.9% | -33.1% |
| YTD | +28.2% | +13.5% | +14.8% | +30.9% |
| 1Y | +22.2% | +11.3% | +10.9% | +25.0% |
| 3Y | +222.1% | +92.1% | +130.1% | +191.3% |
| All | +222.1% | +87.9% | +134.2% | +191.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling