-27.8%
COIN vs ONTO
+261.1%
-288.9%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.6% | -2.9% | -0.8% |
| 7D | -5.1% | +4.9% | -10.0% | -7.8% |
| 30D | +17.6% | -16.6% | +34.2% | +28.5% |
| 3M | +9.2% | -7.3% | +16.6% | +3.7% |
| 6M | -11.8% | +45.9% | -57.7% | -39.9% |
| YTD | -22.5% | +78.2% | -100.7% | -54.4% |
| 1Y | -45.9% | +159.8% | -205.7% | -75.7% |
| 3Y | +117.4% | +123.4% | -6.0% | -18.7% |
| All | -27.8% | +261.1% | -288.9% | -83.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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