-39.8%
COIN vs QQQI
+19.4%
-59.2%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.2% | -4.4% | -4.6% |
| 7D | +3.4% | +0.4% | +3.0% | +2.7% |
| 30D | +23.2% | +1.0% | +22.2% | +21.3% |
| 3M | +12.5% | -1.2% | +13.7% | +16.2% |
| 6M | -11.6% | +11.6% | -23.2% | -35.4% |
| YTD | -18.4% | +11.7% | -30.0% | -39.8% |
| 1Y | -39.8% | +18.7% | -58.5% | -69.3% |
| All | -39.8% | +19.4% | -59.2% | -69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 1y: compounded portfolio wealth divided by compounded QQQI 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…
1y analysis · Full analysis span regression · 6 months rolling