-61.1%
COIN vs DOCU
-64.2%
+3.1%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.1% | -2.8% |
| 7D | -5.3% | +4.1% | -9.3% | -7.5% |
| 30D | -26.2% | +7.4% | -33.5% | -29.5% |
| 3M | -17.1% | +26.0% | -43.1% | -29.0% |
| 6M | -36.7% | +79.2% | -115.9% | -57.8% |
| YTD | -43.6% | +18.1% | -61.6% | -52.0% |
| 1Y | -54.9% | +20.5% | -75.4% | -62.3% |
| 3Y | +37.8% | +96.4% | -58.6% | -26.8% |
| 5Y | -62.8% | -69.5% | +6.7% | -55.8% |
| All | -61.1% | -64.2% | +3.1% | -51.8% |
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