-46.6%
COIN vs DOW
-38.7%
-7.9%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.1% | +3.8% | +2.7% |
| 7D | -5.1% | -1.4% | -3.7% | -4.5% |
| 30D | +17.6% | -3.9% | +21.5% | +19.5% |
| 3M | +9.2% | -12.7% | +21.9% | +15.2% |
| 6M | -11.8% | -13.7% | +1.9% | -10.2% |
| YTD | -22.5% | +28.4% | -50.9% | -39.4% |
| 1Y | -45.9% | +21.8% | -67.7% | -56.6% |
| 3Y | +117.4% | -35.7% | +153.1% | +169.2% |
| 5Y | -29.4% | -36.8% | +7.4% | -9.8% |
| All | -46.6% | -38.7% | -7.9% | -33.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling