+231.1%
SNDK vs DOCS
-37.2%
+268.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -4.1% | -4.1% |
| 7D | +16.2% | +0.1% | +16.2% | +16.2% |
| 30D | -36.8% | +8.7% | -45.4% | -35.8% |
| 3M | -30.3% | +32.9% | -63.1% | -26.4% |
| 6M | -35.4% | +25.5% | -61.0% | -28.8% |
| YTD | +294.9% | -25.0% | +319.9% | +315.0% |
| 1Y | +231.1% | -34.9% | +266.0% | +244.1% |
| All | +231.1% | -37.2% | +268.4% | +244.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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