-39.8%
COIN vs ISRG
-16.8%
-23.0%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.8% | -3.3% | -3.9% |
| 7D | +3.4% | -1.6% | +4.9% | +4.0% |
| 30D | +23.2% | -2.3% | +25.4% | +23.7% |
| 3M | +12.5% | -12.4% | +24.9% | +17.0% |
| 6M | -11.6% | -26.8% | +15.2% | +0.2% |
| YTD | -18.4% | -35.3% | +16.9% | -7.0% |
| 1Y | -39.8% | -19.3% | -20.5% | -31.4% |
| All | -39.8% | -16.8% | -23.0% | -31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ISRG.
Daily Out/Under-Performance
Portfolio return minus ISRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ISRG 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 ISRG 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