-39.8%
COIN vs IBB
+51.5%
-91.3%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.9% | -3.3% | -3.1% |
| 7D | +3.4% | +1.4% | +1.9% | +1.5% |
| 30D | +23.2% | +10.5% | +12.7% | +8.2% |
| 3M | +12.5% | +23.6% | -11.1% | -14.7% |
| 6M | -11.6% | +22.6% | -34.3% | -32.2% |
| YTD | -18.4% | +25.7% | -44.0% | -39.5% |
| 1Y | -39.8% | +51.4% | -91.2% | -65.8% |
| All | -39.8% | +51.5% | -91.3% | -65.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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