+156.0%
ASML vs COIN
-64.2%
+220.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.1% | -1.4% | +1.2% |
| 7D | +2.5% | -10.1% | +12.6% | +4.7% |
| 30D | -12.2% | -24.5% | +12.2% | -7.6% |
| 3M | -14.6% | -8.3% | -6.3% | -14.4% |
| 6M | -1.7% | -37.1% | +35.3% | +4.9% |
| YTD | +44.3% | -39.7% | +84.0% | +52.5% |
| 1Y | +51.0% | -55.2% | +106.2% | +68.5% |
| 3Y | +137.6% | +46.7% | +90.9% | +87.9% |
| 5Y | +92.7% | -59.5% | +152.2% | +72.7% |
| All | +156.0% | -64.2% | +220.2% | +115.1% |
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