-11.8%
COIN vs FISV
-13.8%
+2.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.4% | -3.7% | +0.3% |
| 7D | -5.1% | -2.7% | -2.4% | -4.4% |
| 30D | +17.6% | 0.0% | +17.6% | +17.6% |
| 3M | +9.2% | -2.8% | +12.0% | +8.3% |
| 6M | -11.8% | -11.8% | +0.1% | -8.1% |
| All | -11.8% | -13.8% | +2.0% | -8.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling