-59.5%
COIN vs SWKS
-37.7%
-21.8%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +6.0% | -2.8% | -0.7% |
| 7D | -10.1% | +5.7% | -15.7% | -13.2% |
| 30D | -24.5% | +17.3% | -41.8% | -31.9% |
| 3M | -8.3% | +28.3% | -36.5% | -27.2% |
| 6M | -37.1% | +26.1% | -63.1% | -51.6% |
| YTD | -39.7% | +41.1% | -80.8% | -59.5% |
| 1Y | -55.2% | +31.4% | -86.6% | -67.9% |
| 3Y | +46.7% | +7.3% | +39.4% | +4.6% |
| 5Y | -59.5% | -37.7% | -21.8% | -49.8% |
| All | -59.5% | -37.7% | -21.8% | -49.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling