+257.1%
AMAT vs COIN
-32.1%
+289.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.5% | -0.3% |
| 7D | +6.9% | -0.1% | +7.1% | +6.7% |
| 30D | -10.1% | +17.5% | -27.6% | -13.7% |
| 3M | -6.0% | +12.4% | -18.3% | -9.5% |
| 6M | +38.6% | -12.5% | +51.2% | +39.4% |
| YTD | +83.1% | -22.7% | +105.8% | +86.7% |
| 1Y | +188.3% | -45.2% | +233.5% | +213.9% |
| 3Y | +225.3% | +112.8% | +112.5% | +135.9% |
| All | +257.1% | -32.1% | +289.2% | +211.9% |
Cumulative growth
Daily Returns
Daily percentage return beside COIN.
Daily Out/Under-Performance
Portfolio return minus COIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COIN 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 5y: compounded portfolio wealth divided by compounded COIN 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…
5y analysis · Full analysis span regression · 6 months rolling