-29.1%
COIN vs SYK
+3.4%
-32.5%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.0% | +0.6% | +0.5% |
| 7D | -10.6% | -12.3% | +1.7% | +0.9% |
| 30D | +16.0% | -22.4% | +38.4% | +46.1% |
| 3M | +11.9% | -12.3% | +24.2% | +21.4% |
| 6M | -12.3% | -24.3% | +12.0% | +10.0% |
| YTD | -23.8% | -22.8% | -1.1% | -8.4% |
| 1Y | -45.4% | -28.8% | -16.6% | -28.5% |
| 3Y | +109.9% | -4.0% | +113.8% | +79.0% |
| All | -29.1% | +3.4% | -32.5% | -50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SYK.
Daily Out/Under-Performance
Portfolio return minus SYK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYK 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 SYK 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