-46.8%
COIN vs BUD
+29.0%
-75.8%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.2% | -0.2% | -1.4% |
| 7D | -0.1% | -1.3% | +1.2% | +0.5% |
| 30D | +17.5% | -6.1% | +23.7% | +20.8% |
| 3M | +12.4% | -3.8% | +16.1% | +13.7% |
| 6M | -12.5% | +8.2% | -20.7% | -17.0% |
| YTD | -22.7% | +23.6% | -46.3% | -32.9% |
| 1Y | -45.2% | +33.4% | -78.6% | -54.7% |
| 3Y | +112.8% | +45.3% | +67.5% | +60.9% |
| 5Y | -31.9% | +44.3% | -76.1% | -50.5% |
| All | -46.8% | +29.0% | -75.8% | -60.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling