-39.8%
COIN vs SWKS
+4.6%
-44.5%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +3.5% | -7.7% | -5.2% |
| 7D | +3.4% | +12.5% | -9.2% | -0.3% |
| 30D | +23.2% | +10.5% | +12.7% | +19.5% |
| 3M | +12.5% | -7.4% | +19.9% | +13.4% |
| 6M | -11.6% | +32.7% | -44.3% | -22.0% |
| YTD | -18.4% | +19.2% | -37.5% | -24.5% |
| 1Y | -39.8% | +2.4% | -42.2% | -39.5% |
| All | -39.8% | +4.6% | -44.5% | -39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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