-28.4%
SNDU vs DOC
+22.8%
-51.2%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.4% | -0.2% | -11.2% | -11.6% |
| 7D | +9.0% | -0.9% | +9.8% | +7.6% |
| 30D | -67.4% | +7.7% | -75.2% | -63.9% |
| 3M | -75.6% | -2.0% | -73.6% | -74.9% |
| 6M | -84.0% | +5.9% | -89.9% | -82.9% |
| All | -28.4% | +22.8% | -51.2% | -20.6% |
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