-90.2%
SNDQ vs DOCS
+40.7%
-130.9%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.4% | +10.6% | +10.9% |
| 7D | -18.7% | +2.6% | -21.2% | -19.3% |
| 30D | +69.5% | +11.4% | +58.1% | +60.9% |
| 3M | +54.2% | +25.4% | +28.8% | +40.2% |
| 6M | -69.6% | +42.5% | -112.1% | -76.0% |
| All | -90.2% | +40.7% | -130.9% | -92.1% |
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