+113.7%
COIN vs IBB
+60.8%
+52.8%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | +0.3% |
| 7D | -10.6% | -5.2% | -5.4% | -4.6% |
| 30D | +16.0% | +1.5% | +14.5% | +13.9% |
| 3M | +11.9% | +22.1% | -10.2% | -12.3% |
| 6M | -12.3% | +17.7% | -30.1% | -28.0% |
| YTD | -23.8% | +20.2% | -44.0% | -38.8% |
| 1Y | -45.4% | +44.4% | -89.8% | -64.7% |
| All | +113.7% | +60.8% | +52.8% | +29.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling