-27.8%
COIN vs NVO
-4.3%
-23.6%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.1% | +3.9% | +2.4% |
| 7D | -5.1% | -7.6% | +2.5% | -2.7% |
| 30D | +17.6% | -6.0% | +23.6% | +20.0% |
| 3M | +9.2% | -0.8% | +10.0% | +9.7% |
| 6M | -11.8% | +16.5% | -28.2% | -15.6% |
| YTD | -22.5% | -11.1% | -11.4% | -20.3% |
| 1Y | -45.9% | -16.7% | -29.2% | -43.5% |
| 3Y | +117.4% | -52.9% | +170.3% | +155.9% |
| All | -27.8% | -4.3% | -23.6% | -42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVO.
Daily Out/Under-Performance
Portfolio return minus NVO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVO 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 NVO 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