+37.8%
COIN vs DIS
+38.8%
-1.0%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.6% | -2.9% | -2.8% |
| 7D | -5.3% | +1.9% | -7.2% | -6.7% |
| 30D | -26.2% | +9.2% | -35.3% | -31.0% |
| 3M | -17.1% | +13.5% | -30.6% | -25.4% |
| 6M | -36.7% | +14.3% | -51.0% | -43.6% |
| YTD | -43.6% | +5.4% | -48.9% | -46.5% |
| 1Y | -54.9% | +12.2% | -67.1% | -59.7% |
| 3Y | +37.8% | +37.2% | +0.6% | +10.1% |
| All | +37.8% | +38.8% | -1.0% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 3y: compounded portfolio wealth divided by compounded DIS 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…
3y analysis · Full analysis span regression · 6 months rolling