+117.4%
COIN vs GEN
+60.3%
+57.1%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.8% | +1.2% |
| 7D | -5.1% | -1.3% | -3.8% | -4.4% |
| 30D | +17.6% | +6.1% | +11.5% | +13.9% |
| 3M | +9.2% | +27.0% | -17.7% | -4.7% |
| 6M | -11.8% | +43.9% | -55.6% | -29.6% |
| YTD | -22.5% | +13.0% | -35.5% | -29.3% |
| 1Y | -45.9% | +4.0% | -49.9% | -48.5% |
| 3Y | +117.4% | +66.2% | +51.2% | +75.8% |
| All | +117.4% | +60.3% | +57.1% | +75.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 3y: compounded portfolio wealth divided by compounded GEN 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…
3y analysis · Full analysis span regression · 6 months rolling