+2,358.4%
SNDK vs DOCS
-54.3%
+2,412.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.4% | -6.0% | -5.6% |
| 7D | +6.0% | +2.6% | +3.4% | +5.8% |
| 30D | -36.9% | +11.4% | -48.4% | -37.1% |
| 3M | -42.1% | +25.4% | -67.5% | -42.5% |
| 6M | -38.8% | +42.5% | -81.4% | -39.7% |
| YTD | +272.8% | -24.7% | +297.5% | +345.0% |
| 1Y | +263.3% | -32.9% | +296.3% | +351.5% |
| All | +2,358.4% | -54.3% | +2,412.7% | +3,413.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling