-59.8%
COIN vs GD
+100.7%
-160.5%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.5% | -4.4% | -3.9% |
| 7D | -9.2% | -1.9% | -7.3% | -8.1% |
| 30D | -26.3% | +10.9% | -37.3% | -31.5% |
| 3M | -11.1% | -6.8% | -4.4% | -7.5% |
| 6M | -34.3% | +7.0% | -41.3% | -38.4% |
| YTD | -41.6% | +11.1% | -52.7% | -46.7% |
| 1Y | -58.4% | +7.0% | -65.5% | -61.0% |
| 3Y | +42.2% | +59.9% | -17.7% | -1.5% |
| 5Y | -59.8% | +102.5% | -162.3% | -76.2% |
| All | -59.8% | +100.7% | -160.5% | -76.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 5y: compounded portfolio wealth divided by compounded GD 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…
5y analysis · Full analysis span regression · 6 months rolling