+42.2%
COIN vs DOC
+54.0%
-11.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.0% | -1.9% | -2.5% |
| 7D | -9.2% | +4.3% | -13.5% | -10.8% |
| 30D | -26.3% | +9.2% | -35.5% | -29.3% |
| 3M | -11.1% | -0.8% | -10.3% | -10.8% |
| 6M | -34.3% | +7.1% | -41.4% | -36.3% |
| YTD | -41.6% | +34.0% | -75.6% | -49.1% |
| 1Y | -58.4% | +23.2% | -81.6% | -62.5% |
| 3Y | +42.2% | +53.6% | -11.4% | +19.8% |
| All | +42.2% | +54.0% | -11.8% | +19.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling