+4,733.3%
SNDK vs DOC
+18.4%
+4,714.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.8% | +13.7% | +12.2% |
| 7D | +17.2% | -1.5% | +18.7% | +17.4% |
| 30D | +28.8% | -4.8% | +33.6% | +29.8% |
| 3M | -1.1% | +6.9% | -8.0% | -4.7% |
| 6M | +190.5% | +20.7% | +169.7% | +166.8% |
| YTD | +633.0% | +34.1% | +598.9% | +498.2% |
| 1Y | +2,684.0% | +22.6% | +2,661.4% | +2,398.4% |
| All | +4,733.3% | +18.4% | +4,714.9% | +5,412.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling