-50.7%
COIN vs SWKS
+14.2%
-64.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.9% | +7.1% | +4.5% |
| 7D | -6.7% | -4.9% | -1.7% | -6.0% |
| 30D | -19.5% | -1.2% | -18.3% | -19.4% |
| 3M | +0.5% | +24.2% | -23.6% | -6.2% |
| 6M | -25.4% | +21.5% | -46.8% | -31.3% |
| YTD | -33.0% | +33.5% | -66.5% | -40.3% |
| 1Y | -50.7% | +18.9% | -69.6% | -49.0% |
| All | -50.7% | +14.2% | -64.9% | -49.0% |
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