-82.9%
SNDU vs DOC
+7.4%
-90.3%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +27.5% | -0.1% | +27.6% | +27.1% |
| 7D | -20.3% | +1.0% | -21.4% | -19.1% |
| 30D | -64.4% | +8.1% | -72.5% | -53.9% |
| 3M | -57.5% | +0.9% | -58.4% | -53.7% |
| 6M | -82.9% | +6.3% | -89.2% | -79.3% |
| All | -82.9% | +7.4% | -90.3% | -79.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling