-45.9%
COIN vs SWKS
+22.9%
-68.8%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.1% | -3.4% | +0.4% |
| 7D | -5.1% | +19.4% | -24.4% | -9.7% |
| 30D | +17.6% | +26.8% | -9.2% | +9.7% |
| 3M | +9.2% | +21.5% | -12.2% | +2.4% |
| 6M | -11.8% | +61.0% | -72.8% | -26.4% |
| YTD | -22.5% | +42.2% | -64.7% | -31.8% |
| 1Y | -45.9% | +22.1% | -68.0% | -48.5% |
| All | -45.9% | +22.9% | -68.8% | -48.5% |
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