-45.9%
COIN vs DOV
+8.6%
-54.5%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.5% |
| 7D | -5.1% | -2.0% | -3.1% | -4.5% |
| 30D | +17.6% | -8.9% | +26.5% | +20.5% |
| 3M | +9.2% | -13.3% | +22.5% | +12.6% |
| 6M | -11.8% | -9.7% | -2.1% | -11.5% |
| YTD | -22.5% | -2.5% | -20.0% | -24.9% |
| 1Y | -45.9% | +7.2% | -53.1% | -43.5% |
| All | -45.9% | +8.6% | -54.5% | -43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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