-50.7%
COIN vs NRG
-50.8%
+0.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -13.5% | +17.7% | +6.8% |
| 7D | -6.7% | -13.7% | +7.1% | -4.2% |
| 30D | -19.5% | -13.6% | -5.9% | -17.4% |
| 3M | +0.5% | -28.5% | +29.0% | +6.8% |
| 6M | -25.4% | -45.8% | +20.4% | -14.2% |
| YTD | -33.0% | -46.9% | +13.9% | -23.8% |
| 1Y | -50.7% | -49.7% | -1.0% | -41.5% |
| All | -50.7% | -50.8% | +0.1% | -41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 NRG 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