-27.8%
COIN vs BB
-26.5%
-1.4%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +0.8% |
| 7D | -5.1% | -0.4% | -4.7% | -4.9% |
| 30D | +17.6% | -12.5% | +30.1% | +26.0% |
| 3M | +9.2% | -17.4% | +26.7% | +15.2% |
| 6M | -11.8% | +119.1% | -130.9% | -52.0% |
| YTD | -22.5% | +102.4% | -124.9% | -55.4% |
| 1Y | -45.9% | +98.2% | -144.1% | -69.1% |
| 3Y | +117.4% | +46.9% | +70.5% | +33.3% |
| All | -27.8% | -26.5% | -1.4% | -31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 5y: compounded portfolio wealth divided by compounded BB 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…
5y analysis · Full analysis span regression · 6 months rolling