-39.8%
COIN vs MO
+10.1%
-49.9%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.9% | -3.3% | -4.6% |
| 7D | +3.4% | +0.3% | +3.0% | +3.6% |
| 30D | +23.2% | +0.6% | +22.5% | +23.7% |
| 3M | +12.5% | -1.0% | +13.5% | +13.1% |
| 6M | -11.6% | +4.3% | -16.0% | -8.5% |
| YTD | -18.4% | +23.3% | -41.6% | -12.3% |
| 1Y | -39.8% | +10.5% | -50.3% | -37.8% |
| All | -39.8% | +10.1% | -49.9% | -37.8% |
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