+117.4%
COIN vs ITUB
+120.9%
-3.5%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.4% | +1.5% |
| 7D | -5.1% | +2.2% | -7.3% | -6.3% |
| 30D | +17.6% | +12.6% | +5.0% | +9.7% |
| 3M | +9.2% | +6.4% | +2.8% | +4.8% |
| 6M | -11.8% | +0.6% | -12.4% | -12.6% |
| YTD | -22.5% | +18.8% | -41.3% | -30.9% |
| 1Y | -45.9% | +31.0% | -76.9% | -54.9% |
| 3Y | +117.4% | +118.1% | -0.7% | +26.5% |
| All | +117.4% | +120.9% | -3.5% | +26.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling