-61.9%
COIN vs DOCS
-51.8%
-10.1%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.0% | +0.5% | -0.6% |
| 7D | -6.1% | -0.8% | -5.4% | -5.7% |
| 30D | -24.5% | +17.4% | -41.9% | -29.8% |
| 3M | -7.3% | +57.4% | -64.7% | -26.7% |
| 6M | -31.9% | +26.5% | -58.5% | -42.4% |
| YTD | -40.4% | -26.6% | -13.8% | -35.3% |
| 1Y | -54.4% | -48.1% | -6.3% | -41.7% |
| 3Y | +56.0% | +52.6% | +3.4% | -13.1% |
| All | -61.9% | -51.8% | -10.1% | -60.4% |
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