-27.8%
COIN vs NDAQ
+49.0%
-76.9%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +2.5% |
| 7D | -5.1% | -5.6% | +0.5% | +2.3% |
| 30D | +17.6% | -4.4% | +21.9% | +25.1% |
| 3M | +9.2% | +5.9% | +3.4% | -0.3% |
| 6M | -11.8% | +7.7% | -19.5% | -21.9% |
| YTD | -22.5% | -5.2% | -17.3% | -18.5% |
| 1Y | -45.9% | -3.4% | -42.5% | -45.2% |
| 3Y | +117.4% | +85.6% | +31.8% | -19.1% |
| All | -27.8% | +49.0% | -76.9% | -66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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