-27.8%
COIN vs MUB
+1.2%
-29.0%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.3% | +0.6% |
| 7D | -5.1% | -0.8% | -4.3% | -3.1% |
| 30D | +17.6% | -2.4% | +20.0% | +25.0% |
| 3M | +9.2% | -2.8% | +12.1% | +17.6% |
| 6M | -11.8% | -2.2% | -9.5% | -6.1% |
| YTD | -22.5% | -1.6% | -20.9% | -18.8% |
| 1Y | -45.9% | 0.0% | -45.9% | -45.4% |
| 3Y | +117.4% | +7.9% | +109.5% | +69.5% |
| All | -27.8% | +1.2% | -29.0% | -29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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