+10.7%
SNDU vs DOCS
+40.9%
-30.2%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +6.3% | -22.1% | -13.8% |
| 7D | -48.0% | +1.2% | -49.2% | -47.7% |
| 30D | -66.4% | +21.3% | -87.7% | -64.0% |
| 3M | -58.7% | +58.4% | -117.1% | -50.5% |
| 6M | -68.6% | +39.3% | -107.9% | -58.2% |
| All | +10.7% | +40.9% | -30.2% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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