+221.0%
SNDK vs DOCU
+10.7%
+210.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.9% | -3.0% |
| 7D | -23.7% | -3.4% | -20.3% | -24.8% |
| 30D | -45.6% | +9.3% | -54.9% | -43.5% |
| 3M | -30.5% | +30.2% | -60.7% | -22.0% |
| 6M | -45.0% | +62.1% | -107.1% | -28.8% |
| YTD | +262.3% | +13.5% | +248.7% | +341.1% |
| 1Y | +221.0% | +11.5% | +209.5% | +290.1% |
| All | +221.0% | +10.7% | +210.3% | +290.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling