+116.2%
ASML vs COIN
-42.5%
+158.7%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.4% | +0.4% | -1.6% |
| 7D | +2.8% | -0.1% | +2.9% | +2.6% |
| 30D | -0.2% | +17.5% | -17.7% | -3.4% |
| 3M | -2.6% | +12.4% | -14.9% | -5.3% |
| 6M | +27.9% | -12.5% | +40.4% | +28.8% |
| YTD | +62.4% | -22.7% | +85.2% | +68.9% |
| 1Y | +116.2% | -45.2% | +161.4% | +143.0% |
| All | +116.2% | -42.5% | +158.7% | +143.0% |
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