+113.7%
COIN vs INTU
-41.9%
+155.6%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.2% |
| 7D | -10.6% | -9.2% | -1.4% | -6.1% |
| 30D | +16.0% | -7.0% | +23.0% | +20.1% |
| 3M | +11.9% | +10.5% | +1.4% | +4.6% |
| 6M | -12.3% | -30.6% | +18.2% | +4.5% |
| YTD | -23.8% | -52.3% | +28.5% | +14.7% |
| 1Y | -45.4% | -51.8% | +6.4% | -18.6% |
| All | +113.7% | -41.9% | +155.6% | +157.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling