-58.5%
COIN vs DOCU
-64.5%
+6.0%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.2% | -0.1% | +1.2% |
| 7D | -10.1% | -0.4% | -9.6% | -9.7% |
| 30D | -24.5% | +12.9% | -37.4% | -30.2% |
| 3M | -8.3% | +35.1% | -43.4% | -25.0% |
| 6M | -37.1% | +76.2% | -113.3% | -57.6% |
| YTD | -39.7% | +17.2% | -56.9% | -48.6% |
| 1Y | -55.2% | +16.4% | -71.6% | -61.6% |
| 3Y | +46.7% | +95.6% | -48.9% | -21.9% |
| 5Y | -59.5% | -68.5% | +9.0% | -52.4% |
| All | -58.5% | -64.5% | +6.0% | -48.3% |
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