-47.5%
COIN vs FND
-57.1%
+9.6%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -0.4% |
| 7D | -10.6% | -5.1% | -5.5% | -7.6% |
| 30D | +16.0% | -22.5% | +38.5% | +35.8% |
| 3M | +11.9% | -5.0% | +16.9% | +10.7% |
| 6M | -12.3% | -21.5% | +9.2% | -3.2% |
| YTD | -23.8% | -23.0% | -0.8% | -16.4% |
| 1Y | -45.4% | -44.9% | -0.5% | -24.3% |
| 3Y | +109.9% | -50.0% | +159.9% | +160.7% |
| 5Y | -30.6% | -63.3% | +32.7% | -0.7% |
| All | -47.5% | -57.1% | +9.6% | -29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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