+123.8%
STX vs DOCS
-47.4%
+171.2%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +6.3% | -14.5% | -6.9% |
| 7D | -20.2% | +1.2% | -21.4% | -19.9% |
| 30D | -37.2% | +21.3% | -58.5% | -34.8% |
| 3M | -34.1% | +58.4% | -92.4% | -27.0% |
| 6M | -24.5% | +39.3% | -63.8% | -16.0% |
| YTD | +102.9% | -21.7% | +124.6% | +117.3% |
| 1Y | +123.8% | -47.3% | +171.1% | +132.6% |
| All | +123.8% | -47.4% | +171.2% | +132.6% |
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