-30.7%
COIN vs IP
-17.3%
-13.4%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.0% | -1.1% | -2.1% |
| 7D | +1.2% | +0.1% | +1.1% | +1.1% |
| 30D | +16.5% | -11.2% | +27.7% | +23.4% |
| 3M | +10.4% | +12.3% | -1.9% | +2.4% |
| 6M | -9.3% | -5.2% | -4.0% | -9.1% |
| YTD | -20.9% | -4.0% | -16.9% | -22.2% |
| 1Y | -40.8% | -19.2% | -21.6% | -35.8% |
| 3Y | +118.0% | +20.3% | +97.6% | +58.5% |
| 5Y | -30.7% | -17.5% | -13.2% | -37.8% |
| All | -30.7% | -17.3% | -13.4% | -37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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