-39.8%
COIN vs ITUB
+30.8%
-70.6%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.9% | -3.3% | -3.8% |
| 7D | +3.4% | +8.7% | -5.4% | -0.6% |
| 30D | +23.2% | -0.7% | +23.9% | +23.2% |
| 3M | +12.5% | +7.8% | +4.7% | +7.9% |
| 6M | -11.6% | -3.4% | -8.2% | -11.2% |
| YTD | -18.4% | +16.3% | -34.6% | -21.9% |
| 1Y | -39.8% | +29.8% | -69.6% | -44.5% |
| All | -39.8% | +30.8% | -70.6% | -44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ITUB.
Daily Out/Under-Performance
Portfolio return minus ITUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITUB 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 ITUB 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