-50.7%
COIN vs IAU
+2.6%
-53.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.7% | +0.5% | +1.1% |
| 7D | -6.7% | -0.3% | -6.4% | -6.3% |
| 30D | -19.5% | -1.9% | -17.6% | -18.0% |
| 3M | +0.5% | -0.4% | +0.9% | +2.5% |
| 6M | -25.4% | -10.1% | -15.2% | -18.6% |
| YTD | -33.0% | -5.9% | -27.1% | -34.0% |
| 1Y | -50.7% | +2.9% | -53.6% | -61.0% |
| All | -50.7% | +2.6% | -53.3% | -61.0% |
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