-50.7%
COIN vs IBB
+42.2%
-92.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.6% | +1.5% | +1.1% |
| 7D | -6.7% | +2.2% | -8.9% | -8.9% |
| 30D | -19.5% | +6.3% | -25.8% | -24.9% |
| 3M | +0.5% | +16.3% | -15.8% | -16.0% |
| 6M | -25.4% | +30.0% | -55.3% | -45.4% |
| YTD | -33.0% | +31.1% | -64.2% | -51.2% |
| 1Y | -50.7% | +42.0% | -92.7% | -68.0% |
| All | -50.7% | +42.2% | -92.9% | -68.0% |
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