-91.0%
SNDQ vs DOC
+26.9%
-117.9%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +3.1% | +12.2% | +11.5% |
| 7D | +66.1% | +8.7% | +57.4% | +52.1% |
| 30D | +122.5% | +7.6% | +114.9% | +108.2% |
| 3M | +11.6% | -5.3% | +16.8% | +17.2% |
| 6M | -82.2% | +27.6% | -109.8% | -82.6% |
| All | -91.0% | +26.9% | -117.9% | -91.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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