-52.6%
COIN vs IJR
+23.7%
-76.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.3% | +2.8% | +1.9% |
| 7D | -6.7% | +2.3% | -8.9% | -10.1% |
| 30D | -19.5% | +2.8% | -22.3% | -23.1% |
| 3M | +0.5% | -4.6% | +5.1% | +9.4% |
| 6M | -25.4% | +5.7% | -31.0% | -32.9% |
| YTD | -33.0% | +19.9% | -52.9% | -52.0% |
| All | -52.6% | +23.7% | -76.3% | -67.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 1y: compounded portfolio wealth divided by compounded IJR 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…
1y analysis · Full analysis span regression · 6 months rolling