-27.8%
COIN vs SMTC
+122.8%
-150.6%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.1% | -3.4% | -0.3% |
| 7D | -5.1% | +13.1% | -18.2% | -10.0% |
| 30D | +17.6% | +19.5% | -1.9% | +7.1% |
| 3M | +9.2% | +2.2% | +7.0% | +2.1% |
| 6M | -11.8% | +94.9% | -106.6% | -40.6% |
| YTD | -22.5% | +127.0% | -149.5% | -52.0% |
| 1Y | -45.9% | +174.6% | -220.5% | -70.0% |
| 3Y | +117.4% | +615.9% | -498.5% | -48.6% |
| All | -27.8% | +122.8% | -150.6% | -44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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