-50.7%
COIN vs FISV
-4.0%
-46.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +6.2% | -2.1% | +1.9% |
| 7D | -6.7% | +29.6% | -36.3% | -15.2% |
| 30D | -19.5% | +34.5% | -54.0% | -28.0% |
| 3M | +0.5% | +11.2% | -10.7% | -3.2% |
| 6M | -25.4% | -1.2% | -24.2% | -21.8% |
| YTD | -33.0% | -7.6% | -25.4% | -28.8% |
| 1Y | -50.7% | -3.7% | -47.0% | -50.0% |
| All | -50.7% | -4.0% | -46.7% | -50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 1y: compounded portfolio wealth divided by compounded FISV 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…
1y analysis · Full analysis span regression · 6 months rolling