-46.6%
COIN vs BUD
+29.4%
-76.0%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | +1.4% |
| 7D | -5.1% | -2.6% | -2.4% | -3.9% |
| 30D | +17.6% | -1.2% | +18.8% | +18.2% |
| 3M | +9.2% | -4.9% | +14.2% | +11.1% |
| 6M | -11.8% | +9.3% | -21.0% | -16.6% |
| YTD | -22.5% | +24.0% | -46.5% | -32.7% |
| 1Y | -45.9% | +34.5% | -80.4% | -55.5% |
| 3Y | +117.4% | +43.7% | +73.7% | +65.9% |
| 5Y | -29.4% | +46.0% | -75.4% | -48.7% |
| All | -46.6% | +29.4% | -76.0% | -60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling