+117.4%
COIN vs BNY
+287.0%
-169.6%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | -5.1% | -1.3% | -3.8% | -3.5% |
| 30D | +17.6% | -0.2% | +17.8% | +17.2% |
| 3M | +9.2% | +14.9% | -5.7% | -10.1% |
| 6M | -11.8% | +40.0% | -51.8% | -45.2% |
| YTD | -22.5% | +42.0% | -64.5% | -52.1% |
| 1Y | -45.9% | +56.9% | -102.7% | -70.7% |
| 3Y | +117.4% | +289.9% | -172.5% | -54.3% |
| All | +117.4% | +287.0% | -169.6% | -54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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