-46.6%
COIN vs RMD
+11.8%
-58.4%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +2.1% |
| 7D | -5.1% | -4.4% | -0.7% | -2.4% |
| 30D | +17.6% | -3.1% | +20.7% | +20.1% |
| 3M | +9.2% | +13.8% | -4.5% | -0.4% |
| 6M | -11.8% | -8.6% | -3.2% | -7.9% |
| YTD | -22.5% | -8.6% | -13.9% | -19.2% |
| 1Y | -45.9% | -19.7% | -26.2% | -38.8% |
| 3Y | +117.4% | +48.4% | +69.0% | +48.9% |
| 5Y | -29.4% | -22.7% | -6.7% | -30.1% |
| All | -46.6% | +11.8% | -58.4% | -51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 10y: compounded portfolio wealth divided by compounded RMD 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…
10y analysis · Full analysis span regression · 6 months rolling