+32.0%
COIN vs AMIX
-99.9%
+131.8%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.1% | +1.7% |
| 7D | -5.1% | -4.8% | -0.3% | -5.0% |
| 30D | +17.6% | -42.0% | +59.6% | +18.4% |
| 3M | +9.2% | -46.5% | +55.7% | +7.3% |
| 6M | -11.8% | -48.2% | +36.5% | -13.5% |
| YTD | -22.5% | -62.2% | +39.7% | -23.0% |
| 1Y | -45.9% | -82.1% | +36.2% | -44.9% |
| All | +32.0% | -99.9% | +131.8% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 10y: compounded portfolio wealth divided by compounded AMIX 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…
10y analysis · Full analysis span regression · 6 months rolling