+113.7%
COIN vs PFE
-2.1%
+115.8%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.3% |
| 7D | -10.6% | -4.0% | -6.6% | -10.0% |
| 30D | +16.0% | +3.9% | +12.1% | +15.4% |
| 3M | +11.9% | +9.9% | +2.0% | +10.3% |
| 6M | -12.3% | +5.3% | -17.6% | -13.1% |
| YTD | -23.8% | +16.8% | -40.6% | -25.3% |
| 1Y | -45.4% | +20.4% | -65.8% | -46.6% |
| All | +113.7% | -2.1% | +115.8% | +113.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling