+152.4%
ASML vs COIN
-64.3%
+216.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.0% | +5.2% | +6.0% |
| 7D | -0.8% | -1.3% | +0.4% | -0.6% |
| 30D | -14.9% | -24.1% | +9.2% | -10.5% |
| 3M | -13.0% | -11.4% | -1.6% | -12.1% |
| 6M | -4.7% | -32.3% | +27.6% | +0.2% |
| YTD | +42.3% | -39.8% | +82.1% | +50.4% |
| 1Y | +49.7% | -56.0% | +105.7% | +67.6% |
| 3Y | +144.3% | +46.6% | +97.7% | +93.2% |
| 5Y | +86.4% | -61.9% | +148.3% | +68.1% |
| All | +152.4% | -64.3% | +216.7% | +112.2% |
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