+2,684.0%
SNDK vs DOC
+23.9%
+2,660.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.8% | +13.7% | +11.4% |
| 7D | +17.2% | -1.5% | +18.7% | +16.8% |
| 30D | +28.8% | -4.8% | +33.6% | +27.4% |
| 3M | -1.1% | +6.9% | -8.0% | -1.1% |
| 6M | +190.5% | +20.7% | +169.7% | +192.9% |
| YTD | +633.0% | +34.1% | +598.9% | +589.1% |
| 1Y | +2,684.0% | +22.6% | +2,661.4% | +2,624.1% |
| All | +2,684.0% | +23.9% | +2,660.1% | +2,624.1% |
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