-30.7%
COIN vs DOCS
-75.4%
+44.7%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -7.3% | +4.2% | +0.1% |
| 7D | +1.2% | -7.3% | +8.5% | +4.7% |
| 30D | +16.5% | -10.9% | +27.4% | +22.1% |
| 3M | +10.4% | +20.3% | -9.9% | -0.9% |
| 6M | -9.3% | -3.6% | -5.6% | -12.9% |
| YTD | -20.9% | -44.9% | +24.0% | -2.8% |
| 1Y | -40.8% | -64.9% | +24.1% | -10.5% |
| 3Y | +118.0% | +7.6% | +110.4% | +51.5% |
| 5Y | -30.7% | -74.0% | +43.3% | -20.7% |
| All | -30.7% | -75.4% | +44.7% | -20.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling