-27.8%
COIN vs BLK
+32.0%
-59.8%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.1% | -0.5% |
| 7D | -5.1% | -3.3% | -1.8% | -0.5% |
| 30D | +17.6% | -6.5% | +24.1% | +29.2% |
| 3M | +9.2% | +6.7% | +2.5% | -1.7% |
| 6M | -11.8% | +14.7% | -26.5% | -29.2% |
| YTD | -22.5% | +2.5% | -25.0% | -27.5% |
| 1Y | -45.9% | -2.8% | -43.1% | -45.4% |
| 3Y | +117.4% | +65.9% | +51.5% | -4.4% |
| All | -27.8% | +32.0% | -59.8% | -55.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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