+144.3%
ASML vs COIN
+46.5%
+97.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.0% | +5.2% | +6.1% |
| 7D | -0.8% | -1.3% | +0.4% | -0.6% |
| 30D | -14.9% | -24.1% | +9.2% | -11.1% |
| 3M | -13.0% | -11.4% | -1.6% | -12.2% |
| 6M | -4.7% | -32.3% | +27.6% | -0.3% |
| YTD | +42.3% | -39.8% | +82.1% | +49.6% |
| 1Y | +49.7% | -56.0% | +105.7% | +65.6% |
| 3Y | +144.3% | +46.6% | +97.7% | +144.5% |
| All | +144.3% | +46.5% | +97.8% | +144.5% |
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