-46.6%
COIN vs DHI
+57.2%
-103.8%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +0.7% |
| 7D | -5.1% | -3.4% | -1.7% | -3.1% |
| 30D | +17.6% | -5.4% | +23.0% | +21.4% |
| 3M | +9.2% | -10.4% | +19.7% | +15.3% |
| 6M | -11.8% | -2.8% | -9.0% | -12.6% |
| YTD | -22.5% | -3.4% | -19.1% | -24.7% |
| 1Y | -45.9% | -22.9% | -23.0% | -39.4% |
| 3Y | +117.4% | +20.7% | +96.7% | +48.4% |
| 5Y | -29.4% | +62.1% | -91.6% | -67.2% |
| All | -46.6% | +57.2% | -103.8% | -75.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 all: compounded portfolio wealth divided by compounded DHI 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…
all analysis · Full analysis span regression · 6 months rolling