+433.2%
SNDK vs DOC
+21.8%
+411.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +3.1% | -11.0% | -6.3% |
| 7D | -26.2% | +8.7% | -34.9% | -22.9% |
| 30D | -39.1% | +7.6% | -46.8% | -36.4% |
| 3M | -27.3% | -5.3% | -22.1% | -27.5% |
| 6M | -17.4% | +27.6% | -45.0% | -13.8% |
| YTD | +337.0% | +32.4% | +304.6% | +327.0% |
| 1Y | +433.2% | +22.9% | +410.3% | +478.4% |
| All | +433.2% | +21.8% | +411.4% | +478.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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