+230.8%
SNDK vs DOC
+23.5%
+207.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.8% | +4.4% | +7.1% |
| 7D | -17.5% | +5.9% | -23.4% | -14.9% |
| 30D | -44.0% | +10.3% | -54.2% | -40.5% |
| 3M | -26.9% | -2.2% | -24.7% | -26.2% |
| 6M | -43.3% | +8.2% | -51.5% | -40.9% |
| YTD | +273.5% | +35.4% | +238.1% | +289.7% |
| All | +230.8% | +23.5% | +207.4% | +260.9% |
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