-11.8%
SNDU vs DOCS
+35.0%
-46.8%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +27.5% | +2.5% | +25.0% | +28.0% |
| 7D | -20.3% | -4.2% | -16.1% | -21.9% |
| 30D | -64.4% | +8.6% | -73.0% | -63.7% |
| 3M | -57.5% | +27.2% | -84.7% | -53.5% |
| 6M | -82.9% | +26.5% | -109.4% | -76.9% |
| All | -11.8% | +35.0% | -46.8% | -14.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling