-46.6%
COIN vs DIA
+71.3%
-117.9%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.8% | -0.7% |
| 7D | -5.1% | -1.6% | -3.5% | -1.2% |
| 30D | +17.6% | -2.0% | +19.6% | +24.1% |
| 3M | +9.2% | +3.6% | +5.6% | +0.2% |
| 6M | -11.8% | +11.5% | -23.3% | -32.7% |
| YTD | -22.5% | +10.4% | -32.9% | -38.5% |
| 1Y | -45.9% | +15.6% | -61.5% | -61.5% |
| 3Y | +117.4% | +58.9% | +58.5% | -26.3% |
| 5Y | -29.4% | +65.3% | -94.8% | -75.7% |
| All | -46.6% | +71.3% | -117.9% | -81.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 DIA 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