+200.1%
PWR vs DOCU
+33.7%
+166.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.7% | -3.0% | +0.5% |
| 7D | +3.6% | +6.9% | -3.3% | +3.3% |
| 30D | -8.6% | +19.0% | -27.6% | -9.4% |
| 3M | -13.2% | +34.3% | -47.5% | -14.9% |
| 6M | +9.9% | +48.0% | -38.1% | +5.7% |
| YTD | +48.0% | 0.0% | +48.0% | +51.1% |
| 1Y | +66.2% | -10.3% | +76.4% | +72.1% |
| All | +200.1% | +33.7% | +166.5% | +153.2% |
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 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