-61.9%
COIN vs DOCU
-71.0%
+9.1%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.7% | +0.2% | -0.5% |
| 7D | -6.1% | -5.5% | -0.6% | -2.6% |
| 30D | -24.5% | +12.6% | -37.1% | -30.4% |
| 3M | -7.3% | +36.4% | -43.7% | -25.1% |
| 6M | -31.9% | +66.8% | -98.7% | -53.3% |
| YTD | -40.4% | +13.5% | -53.9% | -48.4% |
| 1Y | -54.4% | +11.3% | -65.7% | -60.0% |
| 3Y | +56.0% | +92.1% | -36.0% | -19.2% |
| All | -61.9% | -71.0% | +9.1% | -56.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling