+38.8%
COIN vs AS
+114.1%
-75.3%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.8% | -0.2% | -1.9% |
| 7D | +1.2% | -2.6% | +3.8% | +2.2% |
| 30D | +16.5% | -22.1% | +38.6% | +28.4% |
| 3M | +10.4% | -15.3% | +25.7% | +17.2% |
| 6M | -9.3% | -15.6% | +6.3% | -4.4% |
| YTD | -20.9% | -23.2% | +2.3% | -13.3% |
| 1Y | -40.8% | -21.7% | -19.1% | -35.9% |
| All | +38.8% | +114.1% | -75.3% | +9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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