+260.6%
SNDU vs DOCS
+7.1%
+253.5%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -2.8% | +26.4% | +22.7% |
| 7D | +35.2% | -1.4% | +36.6% | +34.7% |
| 30D | +50.8% | +21.8% | +29.0% | +63.9% |
| 3M | -43.2% | +27.3% | -70.5% | -37.1% |
| All | +260.6% | +7.1% | +253.5% | +221.9% |
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 · Available span rolling