+2,140.1%
SNDK vs DOC
+16.6%
+2,123.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.3% | -0.2% | -22.0% | -22.3% |
| 7D | -39.4% | +6.2% | -45.6% | -39.5% |
| 30D | -51.4% | +6.5% | -57.9% | -51.6% |
| 3M | -40.3% | -6.2% | -34.1% | -39.3% |
| 6M | -42.7% | +25.6% | -68.2% | -48.8% |
| YTD | +239.7% | +32.1% | +207.6% | +179.6% |
| 1Y | +272.5% | +20.3% | +252.2% | +241.0% |
| All | +2,140.1% | +16.6% | +2,123.5% | +2,476.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling