-27.8%
COIN vs GEN
+22.3%
-50.1%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.8% | +1.1% |
| 7D | -5.1% | -1.3% | -3.8% | -4.2% |
| 30D | +17.6% | +6.1% | +11.5% | +13.0% |
| 3M | +9.2% | +27.0% | -17.7% | -7.7% |
| 6M | -11.8% | +43.9% | -55.6% | -33.0% |
| YTD | -22.5% | +13.0% | -35.5% | -30.0% |
| 1Y | -45.9% | +4.0% | -49.9% | -48.3% |
| 3Y | +117.4% | +66.2% | +51.2% | +41.7% |
| All | -27.8% | +22.3% | -50.1% | -48.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling