+254.6%
AMAT vs COIN
-51.5%
+306.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -4.2% | +8.5% | +5.2% |
| 7D | -1.5% | +3.4% | -4.9% | -2.4% |
| 30D | -14.8% | +23.2% | -38.0% | -18.8% |
| 3M | -9.3% | +12.5% | -21.8% | -12.5% |
| 6M | +27.4% | -11.6% | +39.0% | +27.9% |
| YTD | +77.6% | -18.4% | +95.9% | +79.1% |
| 1Y | +188.9% | -39.8% | +228.8% | +208.2% |
| 3Y | +202.3% | +136.7% | +65.5% | +116.7% |
| 5Y | +248.9% | -33.7% | +282.6% | +189.2% |
| All | +254.6% | -51.5% | +306.1% | +179.4% |
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