-59.8%
COIN vs DOCU
-65.6%
+5.8%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.8% | -2.8% |
| 7D | -9.2% | -3.4% | -5.8% | -7.1% |
| 30D | -26.3% | +9.3% | -35.6% | -30.6% |
| 3M | -11.1% | +30.2% | -41.3% | -25.7% |
| 6M | -34.3% | +62.1% | -96.4% | -53.5% |
| YTD | -41.6% | +13.5% | -55.1% | -49.2% |
| 1Y | -58.4% | +11.5% | -69.9% | -63.4% |
| 3Y | +42.2% | +89.5% | -47.3% | -22.8% |
| 5Y | -59.8% | -69.6% | +9.8% | -51.7% |
| All | -59.8% | -65.6% | +5.8% | -48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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