-58.3%
COIN vs DOC
-17.1%
-41.2%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -0.2% | -9.4% | -9.5% |
| 7D | -14.8% | +6.2% | -21.0% | -18.4% |
| 30D | -26.3% | +6.5% | -32.8% | -29.7% |
| 3M | -8.7% | -6.2% | -2.5% | -4.7% |
| 6M | -30.8% | +25.6% | -56.4% | -42.9% |
| YTD | -39.5% | +32.1% | -71.6% | -51.6% |
| 1Y | -57.2% | +20.3% | -77.4% | -63.3% |
| 3Y | +59.5% | +42.7% | +16.7% | +9.7% |
| 5Y | -59.4% | -22.2% | -37.3% | -51.6% |
| All | -58.3% | -17.1% | -41.2% | -49.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling