-27.8%
COIN vs QID
-80.8%
+52.9%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.8% | +3.5% | -0.2% |
| 7D | -5.1% | +1.3% | -6.4% | -3.7% |
| 30D | +17.6% | +2.9% | +14.6% | +22.4% |
| 3M | +9.2% | -0.7% | +10.0% | +11.1% |
| 6M | -11.8% | -29.7% | +17.9% | -35.9% |
| YTD | -22.5% | -27.9% | +5.4% | -40.2% |
| 1Y | -45.9% | -34.6% | -11.3% | -60.9% |
| 3Y | +117.4% | -73.5% | +190.9% | -17.8% |
| All | -27.8% | -80.8% | +52.9% | -65.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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