+231.1%
SNDK vs DOC
+20.8%
+210.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.3% | -2.8% | -4.8% |
| 7D | +16.2% | 0.0% | +16.2% | +16.2% |
| 30D | -36.8% | +6.6% | -43.3% | -34.1% |
| 3M | -30.3% | -1.1% | -29.2% | -29.5% |
| 6M | -35.4% | +4.8% | -40.3% | -33.8% |
| YTD | +294.9% | +32.1% | +262.8% | +303.0% |
| 1Y | +231.1% | +21.9% | +209.3% | +260.3% |
| All | +231.1% | +20.8% | +210.4% | +260.3% |
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 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