-43.2%
COIN vs DOCS
-19.4%
-23.8%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -4.0% | -4.1% |
| 7D | -4.5% | +0.1% | -4.6% | -4.5% |
| 30D | -28.1% | +8.7% | -36.8% | -30.3% |
| 3M | -12.3% | +32.9% | -45.2% | -21.9% |
| 6M | -37.1% | +25.5% | -62.6% | -45.3% |
| YTD | -42.2% | -25.0% | -17.2% | -38.5% |
| 1Y | -57.0% | -34.9% | -22.2% | -51.5% |
| 3Y | +40.6% | +39.3% | +1.3% | -3.1% |
| 5Y | -61.9% | -54.8% | -7.1% | -62.9% |
| All | -43.2% | -19.4% | -23.8% | -48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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