+197.0%
AMAT vs COIN
-65.7%
+262.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.1% | +0.5% | -2.7% |
| 7D | +19.3% | -4.5% | +23.8% | +20.5% |
| 30D | -17.9% | -28.1% | +10.2% | -12.1% |
| 3M | -30.4% | -12.3% | -18.1% | -29.3% |
| 6M | -11.4% | -37.1% | +25.6% | -4.5% |
| YTD | +48.8% | -42.2% | +91.0% | +60.4% |
| 1Y | +66.0% | -57.0% | +123.0% | +89.7% |
| 3Y | +158.8% | +40.6% | +118.2% | +106.8% |
| 5Y | +153.2% | -61.9% | +215.1% | +131.2% |
| All | +197.0% | -65.7% | +262.8% | +150.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling