-45.5%
COIN vs DOCU
-71.1%
+25.7%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.9% | +1.8% | -0.1% |
| 7D | +1.2% | +0.7% | +0.5% | +0.6% |
| 30D | +16.5% | +8.0% | +8.5% | +10.5% |
| 3M | +10.4% | +41.0% | -30.6% | -12.8% |
| 6M | -9.3% | +33.7% | -42.9% | -27.4% |
| YTD | -20.9% | -4.9% | -16.0% | -22.4% |
| 1Y | -40.8% | -20.4% | -20.4% | -35.6% |
| 3Y | +118.0% | +29.6% | +88.4% | +54.0% |
| 5Y | -30.7% | -76.9% | +46.2% | -3.4% |
| All | -45.5% | -71.1% | +25.7% | -22.0% |
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