+47.1%
COIN vs SWKS
+8.4%
+38.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +6.0% | -2.8% | +0.9% |
| 7D | -10.1% | +5.7% | -15.7% | -11.8% |
| 30D | -24.5% | +17.3% | -41.8% | -28.7% |
| 3M | -8.3% | +28.3% | -36.5% | -19.8% |
| 6M | -37.1% | +26.1% | -63.1% | -45.7% |
| YTD | -39.7% | +41.1% | -80.8% | -51.9% |
| 1Y | -55.2% | +31.4% | -86.6% | -62.7% |
| All | +47.1% | +8.4% | +38.7% | +65.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling