-27.8%
COIN vs MKSI
+84.1%
-111.9%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.1% | -0.4% | +0.3% |
| 7D | -5.1% | +2.7% | -7.8% | -6.9% |
| 30D | +17.6% | -12.8% | +30.4% | +27.7% |
| 3M | +9.2% | -22.5% | +31.8% | +19.3% |
| 6M | -11.8% | +19.4% | -31.2% | -32.4% |
| YTD | -22.5% | +67.7% | -90.2% | -55.4% |
| 1Y | -45.9% | +131.4% | -177.3% | -76.8% |
| 3Y | +117.4% | +197.3% | -79.9% | -37.1% |
| All | -27.8% | +84.1% | -111.9% | -62.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 5y: compounded portfolio wealth divided by compounded MKSI 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…
5y analysis · Full analysis span regression · 6 months rolling