-39.8%
COIN vs INVH
-2.4%
-37.4%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.2% | -4.0% | -4.2% |
| 7D | +3.4% | -2.9% | +6.3% | +2.9% |
| 30D | +23.2% | -6.9% | +30.1% | +22.0% |
| 3M | +12.5% | -2.7% | +15.2% | +12.2% |
| 6M | -11.6% | +8.2% | -19.8% | -12.3% |
| YTD | -18.4% | +4.5% | -22.8% | -19.2% |
| 1Y | -39.8% | -2.3% | -37.5% | -38.5% |
| All | -39.8% | -2.4% | -37.4% | -38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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