-39.8%
COIN vs IAU
+24.6%
-64.4%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.8% | -3.3% | -3.6% |
| 7D | +3.4% | -0.5% | +3.9% | +3.9% |
| 30D | +23.2% | +4.4% | +18.8% | +20.7% |
| 3M | +12.5% | -1.1% | +13.6% | +13.1% |
| 6M | -11.6% | -13.7% | +2.1% | -6.0% |
| YTD | -18.4% | +2.7% | -21.1% | -17.9% |
| 1Y | -39.8% | +24.6% | -64.4% | -30.9% |
| All | -39.8% | +24.6% | -64.4% | -30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 1y: compounded portfolio wealth divided by compounded IAU 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…
1y analysis · Full analysis span regression · 6 months rolling