-50.7%
COIN vs DHR
+11.6%
-62.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.1% | +2.1% | +3.6% |
| 7D | -6.7% | +0.4% | -7.0% | -6.7% |
| 30D | -19.5% | +6.2% | -25.7% | -20.4% |
| 3M | +0.5% | +20.8% | -20.3% | -2.1% |
| 6M | -25.4% | +35.5% | -60.9% | -30.1% |
| YTD | -33.0% | +3.2% | -36.2% | -33.0% |
| 1Y | -50.7% | +10.7% | -61.4% | -50.4% |
| All | -50.7% | +11.6% | -62.3% | -50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 1y: compounded portfolio wealth divided by compounded DHR 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…
1y analysis · Full analysis span regression · 6 months rolling