+2,288.9%
SNDK vs DOC
+18.3%
+2,270.6%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -2.0% | -3.0% |
| 7D | -23.7% | +4.3% | -28.0% | -23.7% |
| 30D | -45.6% | +9.2% | -54.8% | -45.9% |
| 3M | -30.5% | -0.8% | -29.7% | -30.0% |
| 6M | -45.0% | +7.1% | -52.1% | -46.7% |
| YTD | +262.3% | +34.0% | +228.3% | +198.0% |
| 1Y | +221.0% | +23.2% | +197.8% | +190.1% |
| All | +2,288.9% | +18.3% | +2,270.6% | +2,646.3% |
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