+188.2%
ASML vs COIN
+119.2%
+69.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.1% | +6.0% | +3.4% |
| 7D | +6.0% | +1.2% | +4.8% | +5.6% |
| 30D | +1.4% | +16.5% | -15.1% | -1.7% |
| 3M | +1.0% | +10.4% | -9.3% | -1.7% |
| 6M | +37.0% | -9.3% | +46.3% | +36.7% |
| YTD | +65.8% | -20.9% | +86.6% | +67.7% |
| 1Y | +123.1% | -40.8% | +163.9% | +135.9% |
| 3Y | +188.2% | +118.0% | +70.2% | +123.9% |
| All | +188.2% | +119.2% | +69.0% | +123.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling