-39.8%
COIN vs NU
+3.6%
-43.4%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.0% | -2.2% | -2.9% |
| 7D | +3.4% | +7.5% | -4.1% | -1.3% |
| 30D | +23.2% | +6.1% | +17.0% | +17.8% |
| 3M | +12.5% | +26.8% | -14.3% | -4.7% |
| 6M | -11.6% | +2.5% | -14.1% | -13.5% |
| YTD | -18.4% | -8.2% | -10.2% | -14.7% |
| 1Y | -39.8% | +3.4% | -43.2% | -41.6% |
| All | -39.8% | +3.6% | -43.4% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 NU 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