-50.7%
COIN vs SWK
+87.6%
-138.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +13.1% | -8.9% | +1.0% |
| 7D | -6.7% | +17.9% | -24.6% | -10.5% |
| 30D | -19.5% | +31.9% | -51.5% | -24.9% |
| 3M | +0.5% | +16.6% | -16.1% | -3.4% |
| 6M | -25.4% | +61.1% | -86.5% | -33.9% |
| YTD | -33.0% | +64.2% | -97.2% | -43.9% |
| 1Y | -50.7% | +85.2% | -135.9% | -62.8% |
| All | -50.7% | +87.6% | -138.3% | -62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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