+136.5%
BAC vs COIN
+113.7%
+22.8%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | 0.0% |
| 7D | 0.0% | -5.1% | +5.1% | +0.6% |
| 30D | -2.8% | +17.6% | -20.4% | -5.0% |
| 3M | +14.2% | +9.2% | +5.0% | +12.2% |
| 6M | +30.5% | -11.8% | +42.3% | +30.6% |
| YTD | +15.8% | -22.5% | +38.3% | +16.8% |
| 1Y | +26.2% | -45.9% | +72.1% | +32.2% |
| 3Y | +136.5% | +117.4% | +19.1% | +84.4% |
| All | +136.5% | +113.7% | +22.8% | +84.4% |
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