+433.2%
SNXX vs DOCS
-39.4%
+472.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -7.3% | +7.4% | -2.6% |
| 7D | +26.7% | -7.3% | +34.0% | +23.5% |
| 30D | +90.7% | -10.9% | +101.5% | +84.0% |
| 3M | -30.9% | +20.3% | -51.1% | -23.4% |
| 6M | +409.9% | -3.6% | +413.6% | +440.0% |
| All | +433.2% | -39.4% | +472.7% | +329.5% |
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