+37.8%
COIN vs BA
-15.7%
+53.5%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -5.3% | -1.1% | -4.2% | -4.7% |
| 30D | -26.2% | -7.1% | -19.0% | -23.4% |
| 3M | -17.1% | -25.5% | +8.5% | -2.6% |
| 6M | -36.7% | -28.7% | -8.0% | -24.0% |
| YTD | -43.6% | -21.0% | -22.5% | -36.5% |
| 1Y | -54.9% | -11.9% | -43.1% | -52.6% |
| 3Y | +37.8% | -16.2% | +53.9% | +34.2% |
| All | +37.8% | -15.7% | +53.5% | +34.2% |
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