-30.6%
COIN vs INTU
-43.2%
+12.6%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.1% |
| 7D | -10.6% | -9.2% | -1.4% | -3.1% |
| 30D | +16.0% | -7.0% | +23.0% | +22.5% |
| 3M | +11.9% | +10.5% | +1.4% | -0.7% |
| 6M | -12.3% | -30.6% | +18.2% | +11.8% |
| YTD | -23.8% | -52.3% | +28.5% | +38.0% |
| 1Y | -45.4% | -51.8% | +6.4% | -2.9% |
| 3Y | +109.9% | -41.8% | +151.7% | +176.5% |
| 5Y | -30.6% | -42.8% | +12.2% | -13.0% |
| All | -30.6% | -43.2% | +12.6% | -13.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling