-50.7%
COIN vs MO
+45.9%
-96.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.4% | +2.8% | +4.9% |
| 7D | -6.7% | +6.9% | -13.5% | -3.3% |
| 30D | -19.5% | +14.9% | -34.4% | -13.2% |
| 3M | +0.5% | +16.4% | -15.9% | +9.2% |
| 6M | -25.4% | +9.6% | -34.9% | -20.0% |
| YTD | -33.0% | +41.8% | -74.9% | -22.4% |
| 1Y | -50.7% | +45.3% | -96.0% | -42.2% |
| All | -50.7% | +45.9% | -96.6% | -42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 MO 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