-39.8%
COIN vs IOVA
+299.5%
-339.4%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.0% | -5.2% | -4.3% |
| 7D | +3.4% | +9.7% | -6.4% | +2.1% |
| 30D | +23.2% | +102.5% | -79.4% | +11.8% |
| 3M | +12.5% | +100.7% | -88.2% | +2.2% |
| 6M | -11.6% | +106.3% | -118.0% | -21.5% |
| YTD | -18.4% | +222.0% | -240.3% | -32.4% |
| 1Y | -39.8% | +299.5% | -339.4% | -48.6% |
| All | -39.8% | +299.5% | -339.4% | -48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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