-48.1%
DOCS vs SNAP
-30.9%
-17.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -14.0% | +9.7% | -0.2% |
| 7D | -1.3% | -10.4% | +9.0% | +1.6% |
| 30D | +19.4% | -11.9% | +31.3% | +23.5% |
| 3M | +53.4% | -4.5% | +57.9% | +54.4% |
| 6M | +28.8% | -16.7% | +45.4% | +31.7% |
| YTD | -25.1% | -36.9% | +11.9% | -22.4% |
| 1Y | -48.1% | -30.3% | -17.9% | -45.3% |
| All | -48.1% | -30.9% | -17.2% | -45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SNAP.
Daily Out/Under-Performance
Portfolio return minus SNAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNAP 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 1y: compounded portfolio wealth divided by compounded SNAP 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…
1y analysis · Full analysis span regression · 6 months rolling