-47.5%
COIN vs IBN
+101.2%
-148.8%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -0.9% |
| 7D | -10.6% | -5.5% | -5.1% | -5.9% |
| 30D | +16.0% | -3.4% | +19.4% | +19.6% |
| 3M | +11.9% | +8.7% | +3.2% | +4.1% |
| 6M | -12.3% | +3.7% | -16.0% | -15.2% |
| YTD | -23.8% | -2.4% | -21.4% | -22.8% |
| 1Y | -45.4% | -8.1% | -37.3% | -42.1% |
| 3Y | +109.9% | +26.3% | +83.5% | +51.2% |
| 5Y | -30.6% | +54.9% | -85.6% | -58.4% |
| All | -47.5% | +101.2% | -148.8% | -69.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling