-43.8%
COIN vs DOCN
+162.4%
-206.1%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +2.8% | -7.0% | -5.5% |
| 7D | +3.4% | +1.1% | +2.2% | +2.8% |
| 30D | +23.2% | -9.6% | +32.8% | +27.7% |
| 3M | +12.5% | -37.7% | +50.2% | +35.2% |
| 6M | -11.6% | +115.2% | -126.8% | -51.0% |
| YTD | -18.4% | +133.7% | -152.1% | -58.1% |
| 1Y | -39.8% | +250.2% | -290.0% | -76.1% |
| 3Y | +136.7% | +320.3% | -183.5% | -25.8% |
| 5Y | -33.7% | +53.1% | -86.8% | -67.5% |
| All | -43.8% | +162.4% | -206.1% | -74.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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