-27.8%
COIN vs TECH
-43.3%
+15.5%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.7% | +1.7% |
| 7D | -5.1% | -0.4% | -4.7% | -4.8% |
| 30D | +17.6% | 0.0% | +17.6% | +17.7% |
| 3M | +9.2% | +33.7% | -24.4% | -11.3% |
| 6M | -11.8% | +34.9% | -46.7% | -31.4% |
| YTD | -22.5% | +23.2% | -45.7% | -36.0% |
| 1Y | -45.9% | +36.3% | -82.2% | -59.0% |
| 3Y | +117.4% | +2.3% | +115.1% | +83.3% |
| All | -27.8% | -43.3% | +15.5% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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