-89.4%
SNDQ vs DOCU
+70.4%
-159.8%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.1% | +0.2% | -12.3% | -12.3% |
| 7D | +23.4% | -4.8% | +28.1% | +28.6% |
| 30D | +128.3% | +9.4% | +118.9% | +104.0% |
| 3M | -2.6% | +29.0% | -31.6% | -32.0% |
| 6M | -62.1% | +62.3% | -124.5% | -80.5% |
| All | -89.4% | +70.4% | -159.8% | -94.6% |
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