-61.1%
COIN vs DOC
-17.3%
-43.8%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.2% |
| 7D | -5.3% | -0.9% | -4.4% | -4.7% |
| 30D | -26.2% | +7.7% | -33.9% | -30.2% |
| 3M | -17.1% | -2.0% | -15.0% | -16.0% |
| 6M | -36.7% | +5.9% | -42.6% | -39.7% |
| YTD | -43.6% | +31.8% | -75.4% | -54.8% |
| 1Y | -54.9% | +22.5% | -77.4% | -62.0% |
| 3Y | +37.8% | +54.7% | -16.9% | -12.1% |
| 5Y | -62.8% | -21.3% | -41.5% | -55.7% |
| All | -61.1% | -17.3% | -43.8% | -53.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling