-45.5%
COIN vs IBB
+40.0%
-85.4%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.2% | -0.9% | +0.3% |
| 7D | +1.2% | -1.7% | +2.9% | +3.9% |
| 30D | +16.5% | +4.9% | +11.6% | +7.7% |
| 3M | +10.4% | +24.2% | -13.8% | -22.5% |
| 6M | -9.3% | +23.8% | -33.1% | -35.9% |
| YTD | -20.9% | +23.0% | -43.8% | -43.5% |
| 1Y | -40.8% | +46.2% | -87.0% | -68.1% |
| 3Y | +118.0% | +64.8% | +53.2% | -7.1% |
| 5Y | -30.7% | +20.9% | -51.6% | -60.0% |
| All | -45.5% | +40.0% | -85.4% | -70.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling