-39.8%
COIN vs IYR
+8.4%
-48.2%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.7% | -3.5% | -3.5% |
| 7D | +3.4% | -1.2% | +4.6% | +4.7% |
| 30D | +23.2% | -2.9% | +26.0% | +26.7% |
| 3M | +12.5% | +0.8% | +11.7% | +10.6% |
| 6M | -11.6% | +1.9% | -13.5% | -15.1% |
| YTD | -18.4% | +9.6% | -28.0% | -26.8% |
| 1Y | -39.8% | +8.1% | -47.9% | -44.9% |
| All | -39.8% | +8.4% | -48.2% | -44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 IYR 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