-46.6%
COIN vs INTU
-21.0%
-25.6%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.8% | -1.1% | -0.6% |
| 7D | -5.1% | -3.3% | -1.7% | -2.4% |
| 30D | +17.6% | -3.9% | +21.5% | +20.8% |
| 3M | +9.2% | +16.6% | -7.4% | -7.0% |
| 6M | -11.8% | -26.4% | +14.7% | +6.5% |
| YTD | -22.5% | -51.0% | +28.5% | +35.6% |
| 1Y | -45.9% | -50.8% | +4.9% | -6.4% |
| 3Y | +117.4% | -40.1% | +157.4% | +179.5% |
| 5Y | -29.4% | -41.2% | +11.8% | -13.1% |
| All | -46.6% | -21.0% | -25.6% | -31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 10y: compounded portfolio wealth divided by compounded INTU 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…
10y analysis · Full analysis span regression · 6 months rolling