-47.5%
COIN vs MUB
+1.8%
-49.3%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | +0.4% |
| 7D | -10.6% | -1.2% | -9.4% | -7.8% |
| 30D | +16.0% | -2.8% | +18.7% | +24.3% |
| 3M | +11.9% | -3.1% | +14.9% | +21.0% |
| 6M | -12.3% | -2.9% | -9.5% | -5.3% |
| YTD | -23.8% | -2.0% | -21.8% | -19.3% |
| 1Y | -45.4% | 0.0% | -45.3% | -44.7% |
| 3Y | +109.9% | +7.4% | +102.5% | +66.1% |
| 5Y | -30.6% | +0.8% | -31.4% | -35.8% |
| All | -47.5% | +1.8% | -49.3% | -52.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling