+70.2%
STX vs DOC
+21.7%
+48.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.3% | -0.2% | -16.0% | -16.3% |
| 7D | -33.4% | +6.2% | -39.6% | -31.7% |
| 30D | -42.1% | +6.5% | -48.6% | -40.4% |
| 3M | -44.3% | -6.2% | -38.0% | -44.4% |
| 6M | -39.4% | +25.6% | -65.0% | -38.0% |
| YTD | +70.0% | +32.1% | +37.9% | +70.8% |
| 1Y | +70.2% | +20.3% | +49.9% | +76.6% |
| All | +70.2% | +21.7% | +48.4% | +76.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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