-46.6%
COIN vs IAU
+146.7%
-193.3%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.5% |
| 7D | -5.1% | -2.0% | -3.1% | -4.2% |
| 30D | +17.6% | -1.5% | +19.1% | +18.8% |
| 3M | +9.2% | +3.3% | +6.0% | +8.5% |
| 6M | -11.8% | -16.2% | +4.5% | -6.7% |
| YTD | -22.5% | +0.7% | -23.2% | -21.5% |
| 1Y | -45.9% | +19.2% | -65.1% | -47.3% |
| 3Y | +117.4% | +124.4% | -7.0% | +66.3% |
| 5Y | -29.4% | +140.0% | -169.5% | -51.4% |
| All | -46.6% | +146.7% | -193.3% | -64.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling