+9.7%
AMZN vs COIN
-38.9%
+48.5%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.2% | +4.0% | +0.3% |
| 7D | -3.0% | +3.4% | -6.3% | -3.4% |
| 30D | -5.2% | +23.2% | -28.4% | -7.9% |
| 3M | +1.9% | +12.5% | -10.6% | -0.6% |
| 6M | +19.2% | -11.6% | +30.9% | +19.7% |
| YTD | +12.0% | -18.4% | +30.3% | +15.9% |
| 1Y | +9.7% | -39.8% | +49.5% | +23.0% |
| All | +9.7% | -38.9% | +48.5% | +23.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling