-31.9%
COIN vs SWKS
-50.3%
+18.5%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.5% | -3.9% | -3.5% |
| 7D | -0.1% | +6.8% | -6.9% | -5.0% |
| 30D | +17.5% | +11.3% | +6.2% | +8.1% |
| 3M | +12.4% | +4.1% | +8.3% | +7.1% |
| 6M | -12.5% | +39.7% | -52.2% | -37.4% |
| YTD | -22.7% | +23.2% | -46.0% | -40.1% |
| 1Y | -45.2% | +5.3% | -50.5% | -51.9% |
| 3Y | +112.8% | -15.1% | +128.0% | +98.1% |
| 5Y | -31.9% | -50.3% | +18.5% | -0.7% |
| All | -31.9% | -50.3% | +18.5% | -0.7% |
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