-30.8%
SNDU vs DOC
+24.8%
-55.6%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -1.0% | -5.2% | -7.2% |
| 7D | -47.4% | +4.3% | -51.7% | -44.7% |
| 30D | -75.5% | +9.2% | -84.6% | -72.4% |
| 3M | -64.9% | -0.8% | -64.1% | -63.4% |
| 6M | -86.9% | +7.1% | -94.0% | -85.7% |
| All | -30.8% | +24.8% | -55.6% | -21.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling