+117.4%
COIN vs EQT
+32.0%
+85.4%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.6% | +3.3% | +2.6% |
| 7D | -5.1% | -2.0% | -3.1% | -4.1% |
| 30D | +17.6% | 0.0% | +17.6% | +17.3% |
| 3M | +9.2% | +5.9% | +3.3% | +4.4% |
| 6M | -11.8% | -14.8% | +3.0% | -4.7% |
| YTD | -22.5% | +1.8% | -24.3% | -25.2% |
| 1Y | -45.9% | +7.4% | -53.3% | -49.8% |
| 3Y | +117.4% | +33.6% | +83.8% | +72.5% |
| All | +117.4% | +32.0% | +85.4% | +72.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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