+1,698.2%
PWR vs DOCU
+111.8%
+1,586.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | +0.2% | -11.8% | -11.7% |
| 7D | -4.4% | -3.7% | -0.7% | -4.0% |
| 30D | -15.1% | +15.0% | -30.0% | -16.5% |
| 3M | -16.2% | +39.9% | -56.1% | -19.7% |
| 6M | -23.3% | +66.2% | -89.5% | -28.7% |
| YTD | +37.6% | +17.7% | +19.9% | +33.1% |
| 1Y | +32.4% | +13.7% | +18.7% | +28.6% |
| 3Y | +244.2% | +95.9% | +148.3% | +202.6% |
| 5Y | +416.2% | -71.7% | +487.9% | +435.9% |
| All | +1,698.2% | +111.8% | +1,586.3% | +1,133.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling