+117.4%
COIN vs GSK
+47.2%
+70.2%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | -5.1% | -3.5% | -1.6% | -5.3% |
| 30D | +17.6% | -3.4% | +21.0% | +17.4% |
| 3M | +9.2% | -8.1% | +17.4% | +8.6% |
| 6M | -11.8% | -11.1% | -0.6% | -12.5% |
| YTD | -22.5% | +0.7% | -23.2% | -21.8% |
| 1Y | -45.9% | +20.1% | -66.0% | -44.8% |
| 3Y | +117.4% | +46.1% | +71.3% | +108.2% |
| All | +117.4% | +47.2% | +70.2% | +108.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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