+117.4%
COIN vs NU
+107.4%
+10.0%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.7% | +4.4% | +3.5% |
| 7D | -5.1% | -4.9% | -0.2% | -1.9% |
| 30D | +17.6% | +7.8% | +9.8% | +10.8% |
| 3M | +9.2% | +20.9% | -11.7% | -4.6% |
| 6M | -11.8% | +0.9% | -12.7% | -13.2% |
| YTD | -22.5% | -12.7% | -9.8% | -16.4% |
| 1Y | -45.9% | -6.4% | -39.5% | -44.5% |
| 3Y | +117.4% | +98.1% | +19.3% | +39.6% |
| All | +117.4% | +107.4% | +10.0% | +39.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling