-24.0%
COIN vs DOCS
-41.2%
+17.2%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.4% | -2.0% |
| 7D | -0.1% | -8.1% | +8.0% | +3.4% |
| 30D | +17.5% | -5.6% | +23.1% | +20.0% |
| 3M | +12.4% | +18.3% | -5.9% | +2.7% |
| 6M | -12.5% | -5.1% | -7.4% | -15.0% |
| YTD | -22.7% | -45.4% | +22.6% | -6.5% |
| 1Y | -45.2% | -65.2% | +20.0% | -20.1% |
| 3Y | +112.8% | +6.6% | +106.2% | +61.2% |
| 5Y | -31.9% | -76.1% | +44.3% | -22.3% |
| All | -24.0% | -41.2% | +17.2% | -22.1% |
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