+4,733.3%
SNDK vs DOCS
-63.9%
+4,797.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -2.8% | +14.7% | +12.0% |
| 7D | +17.2% | -1.4% | +18.6% | +17.2% |
| 30D | +28.8% | +21.8% | +7.0% | +26.9% |
| 3M | -1.1% | +27.3% | -28.4% | -4.1% |
| 6M | +190.5% | -0.3% | +190.8% | +196.6% |
| YTD | +633.0% | -40.5% | +673.5% | +781.1% |
| 1Y | +2,684.0% | -61.5% | +2,745.5% | +4,059.8% |
| All | +4,733.3% | -63.9% | +4,797.3% | +6,855.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling