+117.4%
COIN vs DOW
-36.3%
+153.7%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.1% | +3.8% | +2.4% |
| 7D | -5.1% | -1.4% | -3.7% | -4.7% |
| 30D | +17.6% | -3.9% | +21.5% | +18.8% |
| 3M | +9.2% | -12.7% | +21.9% | +13.4% |
| 6M | -11.8% | -13.7% | +1.9% | -10.8% |
| YTD | -22.5% | +28.4% | -50.9% | -35.5% |
| 1Y | -45.9% | +21.8% | -67.7% | -54.0% |
| 3Y | +117.4% | -35.7% | +153.1% | +163.2% |
| All | +117.4% | -36.3% | +153.7% | +163.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling