-31.9%
COIN vs ACWI
+67.2%
-99.1%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -0.6% |
| 7D | -0.1% | 0.0% | -0.1% | +0.2% |
| 30D | +17.5% | -0.6% | +18.1% | +20.3% |
| 3M | +12.4% | +4.3% | +8.1% | +0.2% |
| 6M | -12.5% | +12.7% | -25.2% | -37.8% |
| YTD | -22.7% | +13.9% | -36.7% | -45.9% |
| 1Y | -45.2% | +20.5% | -65.7% | -66.9% |
| 3Y | +112.8% | +76.5% | +36.3% | -54.4% |
| 5Y | -31.9% | +67.5% | -99.4% | -79.6% |
| All | -31.9% | +67.2% | -99.1% | -79.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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