+483.8%
STX vs DOCS
-49.9%
+533.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.8% |
| 7D | -17.3% | -0.6% | -16.7% | -17.2% |
| 30D | -35.9% | +6.3% | -42.2% | -36.3% |
| 3M | -37.3% | +26.5% | -63.8% | -38.9% |
| 6M | -35.8% | +24.8% | -60.6% | -38.1% |
| YTD | +82.7% | -26.8% | +109.5% | +89.2% |
| 1Y | +71.6% | -38.3% | +109.9% | +81.9% |
| 3Y | +635.3% | +36.0% | +599.2% | +543.9% |
| 5Y | +483.8% | -55.0% | +538.7% | +493.5% |
| All | +483.8% | -49.9% | +533.6% | +493.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling