-50.7%
COIN vs ROIV
+97.8%
-148.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +6.1% | -1.9% | +1.6% |
| 7D | -6.7% | +3.0% | -9.7% | -7.7% |
| 30D | -19.5% | +6.8% | -26.4% | -21.6% |
| 3M | +0.5% | +10.5% | -10.0% | -4.8% |
| 6M | -25.4% | +34.8% | -60.2% | -37.6% |
| YTD | -33.0% | +76.2% | -109.2% | -52.4% |
| 1Y | -50.7% | +92.4% | -143.1% | -66.9% |
| All | -50.7% | +97.8% | -148.5% | -66.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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