+117.4%
COIN vs IBKR
+291.8%
-174.5%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.2% | -0.5% | -0.5% |
| 7D | -5.1% | -1.3% | -3.7% | -3.7% |
| 30D | +17.6% | -0.2% | +17.8% | +18.1% |
| 3M | +9.2% | +3.0% | +6.3% | +6.0% |
| 6M | -11.8% | +33.9% | -45.6% | -34.4% |
| YTD | -22.5% | +42.5% | -65.0% | -45.6% |
| 1Y | -45.9% | +44.9% | -90.8% | -62.4% |
| 3Y | +117.4% | +293.0% | -175.6% | -28.7% |
| All | +117.4% | +291.8% | -174.5% | -28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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