+117.4%
COIN vs IYR
+29.0%
+88.4%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +0.9% |
| 7D | -5.1% | -1.4% | -3.7% | -3.7% |
| 30D | +17.6% | -2.7% | +20.3% | +21.1% |
| 3M | +9.2% | -2.1% | +11.4% | +11.5% |
| 6M | -11.8% | +3.6% | -15.4% | -15.4% |
| YTD | -22.5% | +8.1% | -30.6% | -28.7% |
| 1Y | -45.9% | +4.7% | -50.6% | -48.6% |
| 3Y | +117.4% | +29.1% | +88.3% | +68.3% |
| All | +117.4% | +29.0% | +88.4% | +68.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling