+1,184.4%
STX vs DOCS
+9.5%
+1,174.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.8% | +9.1% | +6.4% |
| 7D | +2.4% | -1.4% | +3.8% | +2.4% |
| 30D | +1.4% | +21.8% | -20.4% | +0.9% |
| 3M | -8.2% | +27.3% | -35.5% | -9.0% |
| 6M | +127.0% | -0.3% | +127.4% | +128.1% |
| YTD | +209.1% | -40.5% | +249.6% | +224.1% |
| 1Y | +365.4% | -61.5% | +427.0% | +408.7% |
| All | +1,184.4% | +9.5% | +1,174.9% | +1,214.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling