+1,184.4%
STX vs DOC
+20.8%
+1,163.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.8% | +8.2% | +6.6% |
| 7D | +2.4% | -1.5% | +3.8% | +2.5% |
| 30D | +1.4% | -4.8% | +6.2% | +2.0% |
| 3M | -8.2% | +6.9% | -15.1% | -10.0% |
| 6M | +127.0% | +20.7% | +106.3% | +116.1% |
| YTD | +209.1% | +34.1% | +175.0% | +184.0% |
| 1Y | +365.4% | +22.6% | +342.8% | +339.5% |
| All | +1,184.4% | +20.8% | +1,163.6% | +1,126.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling