-46.6%
COIN vs PFE
-1.0%
-45.6%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.5% | +1.7% |
| 7D | -5.1% | -2.6% | -2.5% | -4.6% |
| 30D | +17.6% | +5.4% | +12.2% | +16.6% |
| 3M | +9.2% | +7.8% | +1.5% | +7.9% |
| 6M | -11.8% | +5.0% | -16.8% | -12.6% |
| YTD | -22.5% | +17.1% | -39.6% | -24.4% |
| 1Y | -45.9% | +19.3% | -65.2% | -47.5% |
| 3Y | +117.4% | -0.9% | +118.3% | +115.5% |
| 5Y | -29.4% | -20.8% | -8.6% | -24.6% |
| All | -46.6% | -1.0% | -45.6% | -48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PFE.
Daily Out/Under-Performance
Portfolio return minus PFE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFE 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 10y: compounded portfolio wealth divided by compounded PFE 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…
10y analysis · Full analysis span regression · 6 months rolling