-46.6%
COIN vs IBB
+37.0%
-83.6%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.5% |
| 7D | -5.1% | -4.2% | -0.8% | +1.6% |
| 30D | +17.6% | +1.1% | +16.5% | +15.2% |
| 3M | +9.2% | +19.0% | -9.8% | -17.8% |
| 6M | -11.8% | +18.9% | -30.6% | -33.4% |
| YTD | -22.5% | +20.3% | -42.8% | -42.8% |
| 1Y | -45.9% | +41.5% | -87.4% | -69.3% |
| 3Y | +117.4% | +60.3% | +57.1% | -2.9% |
| 5Y | -29.4% | +18.7% | -48.1% | -57.9% |
| All | -46.6% | +37.0% | -83.6% | -69.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling