-61.9%
COIN vs PATH
-76.8%
+14.9%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.5% |
| 7D | -6.1% | -5.3% | -0.8% | -2.5% |
| 30D | -24.5% | -0.5% | -23.9% | -24.2% |
| 3M | -7.3% | -7.1% | -0.2% | -4.4% |
| 6M | -31.9% | +23.8% | -55.7% | -44.3% |
| YTD | -40.4% | -20.7% | -19.7% | -36.2% |
| 1Y | -54.4% | -8.1% | -46.3% | -57.8% |
| 3Y | +56.0% | -21.8% | +77.9% | +35.2% |
| All | -61.9% | -76.8% | +14.9% | -36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PATH.
Daily Out/Under-Performance
Portfolio return minus PATH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PATH 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 PATH 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