-57.2%
COIN vs ITOT
+9.8%
-67.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -4.4% | -5.3% | +3.0% |
| 7D | -14.8% | -4.8% | -10.0% | -1.2% |
| 30D | -26.3% | -5.9% | -20.5% | -11.2% |
| 3M | -8.7% | -4.9% | -3.8% | +7.4% |
| 6M | -30.8% | +1.4% | -32.3% | -32.8% |
| YTD | -39.5% | +8.4% | -47.9% | -50.4% |
| 1Y | -57.2% | +9.3% | -66.5% | -65.9% |
| All | -57.2% | +9.8% | -67.0% | -65.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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