-28.4%
SNDU vs DOCS
+35.5%
-63.9%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.4% | +0.4% | -11.8% | -11.3% |
| 7D | +9.0% | +2.6% | +6.4% | +9.4% |
| 30D | -67.4% | +11.4% | -78.9% | -66.4% |
| 3M | -75.6% | +25.4% | -101.0% | -73.3% |
| 6M | -84.0% | +42.5% | -126.5% | -79.5% |
| All | -28.4% | +35.5% | -63.9% | -30.5% |
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