+117.4%
COIN vs AGI
+206.1%
-88.7%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | +1.5% |
| 7D | -5.1% | -2.7% | -2.3% | -4.2% |
| 30D | +17.6% | +7.2% | +10.3% | +15.5% |
| 3M | +9.2% | +4.3% | +5.0% | +7.6% |
| 6M | -11.8% | -27.1% | +15.3% | -4.4% |
| YTD | -22.5% | -6.6% | -15.9% | -21.4% |
| 1Y | -45.9% | +9.5% | -55.4% | -47.3% |
| 3Y | +117.4% | +208.4% | -91.1% | +46.0% |
| All | +117.4% | +206.1% | -88.7% | +46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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