-45.9%
COIN vs SSNC
-8.1%
-37.8%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +0.6% |
| 7D | -5.1% | -4.0% | -1.0% | -2.5% |
| 30D | +17.6% | +0.5% | +17.1% | +17.6% |
| 3M | +9.2% | +18.9% | -9.7% | -2.6% |
| 6M | -11.8% | +10.8% | -22.6% | -16.4% |
| YTD | -22.5% | -7.1% | -15.4% | -16.3% |
| 1Y | -45.9% | -9.6% | -36.3% | -41.8% |
| All | -45.9% | -8.1% | -37.8% | -41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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