-46.6%
COIN vs FISV
-58.7%
+12.1%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.4% | -3.7% | -1.3% |
| 7D | -5.1% | -2.7% | -2.4% | -3.7% |
| 30D | +17.6% | 0.0% | +17.6% | +17.3% |
| 3M | +9.2% | -2.8% | +12.0% | +8.9% |
| 6M | -11.8% | -11.8% | +0.1% | -7.3% |
| YTD | -22.5% | -23.2% | +0.7% | -11.8% |
| 1Y | -45.9% | -62.0% | +16.1% | -15.0% |
| 3Y | +117.4% | -57.6% | +175.0% | +171.6% |
| 5Y | -29.4% | -53.4% | +24.0% | -25.2% |
| All | -46.6% | -58.7% | +12.1% | -45.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling