+156.8%
COIN vs MSFU
+73.2%
+83.6%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.1% |
| 7D | -5.1% | -1.8% | -3.3% | -4.1% |
| 30D | +17.6% | +0.5% | +17.1% | +17.1% |
| 3M | +9.2% | +51.9% | -42.6% | -18.7% |
| 6M | -11.8% | +35.0% | -46.7% | -31.2% |
| YTD | -22.5% | -9.0% | -13.5% | -23.9% |
| 1Y | -45.9% | -18.8% | -27.1% | -43.0% |
| 3Y | +117.4% | +25.5% | +91.9% | +57.7% |
| All | +156.8% | +73.2% | +83.6% | +41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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