-46.8%
COIN vs IOVA
-72.4%
+25.7%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.1% | +0.7% | -1.7% |
| 7D | -0.1% | -2.2% | +2.1% | +0.3% |
| 30D | +17.5% | +31.7% | -14.2% | +10.9% |
| 3M | +12.4% | +117.3% | -104.9% | -6.8% |
| 6M | -12.5% | +55.8% | -68.4% | -23.7% |
| YTD | -22.7% | +208.8% | -231.5% | -42.8% |
| 1Y | -45.2% | +255.7% | -300.9% | -61.4% |
| 3Y | +112.8% | +41.7% | +71.2% | +45.6% |
| 5Y | -31.9% | -64.9% | +33.0% | -39.8% |
| All | -46.8% | -72.4% | +25.7% | -54.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling