-57.2%
COIN vs QQQM
+5.3%
-62.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -6.3% | -3.3% | +1.3% |
| 7D | -14.8% | -9.4% | -5.4% | +1.8% |
| 30D | -26.3% | -14.7% | -11.7% | -2.2% |
| 3M | -8.7% | -9.6% | +0.8% | +10.1% |
| 6M | -30.8% | -4.7% | -26.1% | -27.8% |
| YTD | -39.5% | +5.9% | -45.4% | -50.9% |
| 1Y | -57.2% | +4.5% | -61.7% | -63.8% |
| All | -57.2% | +5.3% | -62.5% | -63.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQM.
Daily Out/Under-Performance
Portfolio return minus QQQM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQM 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 QQQM 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