+12.8%
SNXX vs DOCS
-18.5%
+31.3%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +1.1% | +10.3% | +11.7% |
| 7D | -37.6% | 0.0% | -37.6% | -37.7% |
| 30D | -73.2% | +7.8% | -81.0% | -72.6% |
| 3M | -59.7% | +20.0% | -79.6% | -56.3% |
| 6M | -85.0% | +26.5% | -111.5% | -81.2% |
| All | +12.8% | -18.5% | +31.3% | +1.9% |
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 · 6 months rolling