-50.7%
COIN vs DOW
+50.2%
-100.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.2% | +7.4% | +3.8% |
| 7D | -6.7% | -4.2% | -2.5% | -7.0% |
| 30D | -19.5% | +14.7% | -34.2% | -18.7% |
| 3M | +0.5% | +9.1% | -8.6% | +1.4% |
| 6M | -25.4% | -17.7% | -7.7% | -22.8% |
| YTD | -33.0% | +44.6% | -77.6% | -44.1% |
| 1Y | -50.7% | +51.9% | -102.6% | -60.1% |
| All | -50.7% | +50.2% | -100.9% | -60.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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