+117.4%
COIN vs IBN
+27.4%
+89.9%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.9% | -0.1% | +0.7% |
| 7D | -5.1% | -3.0% | -2.1% | -3.4% |
| 30D | +17.6% | -1.5% | +19.1% | +18.7% |
| 3M | +9.2% | +7.9% | +1.3% | +5.2% |
| 6M | -11.8% | +8.6% | -20.4% | -15.3% |
| YTD | -22.5% | -0.6% | -21.9% | -22.6% |
| 1Y | -45.9% | -7.3% | -38.6% | -44.3% |
| 3Y | +117.4% | +26.2% | +91.2% | +79.9% |
| All | +117.4% | +27.4% | +89.9% | +79.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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