-39.8%
COIN vs TER
+203.7%
-243.5%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +5.4% | -9.6% | -5.3% |
| 7D | +3.4% | +0.6% | +2.8% | +3.2% |
| 30D | +23.2% | -8.3% | +31.5% | +25.0% |
| 3M | +12.5% | -12.2% | +24.7% | +11.0% |
| 6M | -11.6% | +17.0% | -28.7% | -22.9% |
| YTD | -18.4% | +84.6% | -103.0% | -38.7% |
| 1Y | -39.8% | +199.8% | -239.6% | -55.2% |
| All | -39.8% | +203.7% | -243.5% | -55.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 1y: compounded portfolio wealth divided by compounded TER 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…
1y analysis · Full analysis span regression · 6 months rolling