+2,362.5%
SNDK vs DOCU
-12.9%
+2,375.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.2% | +6.0% | +6.1% |
| 7D | -17.5% | -4.8% | -12.8% | -17.2% |
| 30D | -44.0% | +9.4% | -53.3% | -44.3% |
| 3M | -26.9% | +29.0% | -55.9% | -28.6% |
| 6M | -43.3% | +62.3% | -105.6% | -47.3% |
| YTD | +273.5% | +13.7% | +259.8% | +300.9% |
| 1Y | +270.2% | +11.5% | +258.6% | +298.7% |
| All | +2,362.5% | -12.9% | +2,375.5% | +2,816.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 10y: compounded portfolio wealth divided by compounded DOCU 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…
10y analysis · Full analysis span regression · 6 months rolling