+2,358.4%
SNDK vs DOC
+16.4%
+2,342.0%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.2% | -5.4% | -5.6% |
| 7D | +6.0% | -0.9% | +6.9% | +6.0% |
| 30D | -36.9% | +7.7% | -44.7% | -37.2% |
| 3M | -42.1% | -2.0% | -40.1% | -41.6% |
| 6M | -38.8% | +5.9% | -44.7% | -40.8% |
| YTD | +272.8% | +31.8% | +241.0% | +206.9% |
| 1Y | +263.3% | +22.5% | +240.8% | +224.4% |
| All | +2,358.4% | +16.4% | +2,342.0% | +2,728.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling