-50.7%
COIN vs DOC
+21.8%
-72.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.1% | +1.0% | +2.9% |
| 7D | -6.7% | +8.7% | -15.4% | -9.9% |
| 30D | -19.5% | +7.6% | -27.1% | -22.1% |
| 3M | +0.5% | -5.3% | +5.8% | +3.1% |
| 6M | -25.4% | +27.6% | -53.0% | -33.9% |
| YTD | -33.0% | +32.4% | -65.4% | -40.2% |
| 1Y | -50.7% | +22.9% | -73.6% | -55.1% |
| All | -50.7% | +21.8% | -72.5% | -55.1% |
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