+24.3%
SNXX vs DOCS
-17.6%
+42.0%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -0.1% | -7.6% | -7.7% |
| 7D | +31.1% | +0.1% | +31.0% | +30.8% |
| 30D | -66.1% | +8.7% | -74.7% | -65.3% |
| 3M | -63.4% | +32.9% | -96.3% | -59.1% |
| 6M | -80.6% | +25.5% | -106.1% | -75.8% |
| All | +24.3% | -17.6% | +42.0% | +12.4% |
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