-36.8%
SNDK vs DOCS
+28.9%
-65.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.7% | +2.5% | +11.2% | +14.0% |
| 7D | -5.8% | -4.2% | -1.6% | -6.6% |
| 30D | -34.3% | +8.6% | -42.9% | -33.1% |
| 3M | -23.1% | +27.2% | -50.3% | -18.7% |
| 6M | -36.8% | +26.5% | -63.3% | -27.6% |
| All | -36.8% | +28.9% | -65.7% | -27.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling