-31.9%
COIN vs PLD
+13.9%
-45.7%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.0% | -0.3% | -0.4% |
| 7D | -0.1% | -0.7% | +0.5% | +0.6% |
| 30D | +17.5% | -2.2% | +19.7% | +20.3% |
| 3M | +12.4% | -7.4% | +19.7% | +20.8% |
| 6M | -12.5% | +1.9% | -14.5% | -15.0% |
| YTD | -22.7% | +7.9% | -30.6% | -29.4% |
| 1Y | -45.2% | +25.1% | -70.3% | -57.4% |
| 3Y | +112.8% | +21.9% | +91.0% | +60.5% |
| 5Y | -31.9% | +16.3% | -48.2% | -42.2% |
| All | -31.9% | +13.9% | -45.7% | -42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 PLD 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