+116.7%
COIN vs BA
-3.4%
+120.2%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.0% | -0.3% | -1.2% |
| 7D | -0.1% | -1.2% | +1.0% | +0.6% |
| 30D | +17.5% | -11.3% | +28.8% | +25.8% |
| 3M | +12.4% | -3.8% | +16.1% | +14.2% |
| 6M | -12.5% | -8.3% | -4.3% | -8.8% |
| YTD | -22.7% | -4.9% | -17.8% | -21.3% |
| 1Y | -45.2% | -10.1% | -35.1% | -42.5% |
| All | +116.7% | -3.4% | +120.2% | +79.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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