-39.8%
COIN vs DLR
+19.9%
-59.7%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.3% | -4.5% | -4.4% |
| 7D | +3.4% | +1.6% | +1.8% | +2.4% |
| 30D | +23.2% | -3.4% | +26.5% | +25.8% |
| 3M | +12.5% | +0.5% | +12.0% | +11.8% |
| 6M | -11.6% | +4.6% | -16.2% | -14.9% |
| YTD | -18.4% | +23.4% | -41.8% | -29.9% |
| 1Y | -39.8% | +19.0% | -58.8% | -44.5% |
| All | -39.8% | +19.9% | -59.7% | -44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DLR.
Daily Out/Under-Performance
Portfolio return minus DLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLR 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 DLR 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