+1,264.4%
BE vs COIN
-28.9%
+1,293.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.7% | +4.9% | +6.0% |
| 7D | +9.0% | -5.1% | +14.1% | +11.2% |
| 30D | +16.3% | +17.6% | -1.3% | +7.8% |
| 3M | +10.8% | +9.2% | +1.6% | +4.9% |
| 6M | +73.2% | -11.8% | +85.0% | +75.5% |
| YTD | +217.4% | -22.5% | +239.9% | +233.4% |
| 1Y | +309.8% | -45.9% | +355.7% | +396.6% |
| 3Y | +1,726.2% | +117.4% | +1,608.8% | +1,011.2% |
| All | +1,264.4% | -28.9% | +1,293.3% | +1,300.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling