-26.3%
SNDU vs DOC
+26.0%
-52.3%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.2% | +1.8% | +10.4% | +14.1% |
| 7D | -38.6% | +5.9% | -44.4% | -34.5% |
| 30D | -73.9% | +10.3% | -84.1% | -70.2% |
| 3M | -61.1% | -2.2% | -58.9% | -59.7% |
| 6M | -86.0% | +8.2% | -94.2% | -84.6% |
| All | -26.3% | +26.0% | -52.3% | -15.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling