+117.4%
COIN vs TER
+280.0%
-162.7%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.6% | -0.8% | +0.8% |
| 7D | -5.1% | +6.4% | -11.4% | -7.4% |
| 30D | +17.6% | -5.7% | +23.3% | +19.3% |
| 3M | +9.2% | -0.4% | +9.6% | +2.9% |
| 6M | -11.8% | +25.8% | -37.6% | -29.2% |
| YTD | -22.5% | +96.4% | -118.9% | -51.4% |
| 1Y | -45.9% | +229.2% | -275.1% | -75.1% |
| 3Y | +117.4% | +288.1% | -170.7% | -14.7% |
| All | +117.4% | +280.0% | -162.7% | -14.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling