-46.6%
COIN vs TRI
+18.6%
-65.2%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +0.6% |
| 7D | -5.1% | -7.9% | +2.8% | +0.2% |
| 30D | +17.6% | -4.5% | +22.1% | +21.1% |
| 3M | +9.2% | +22.1% | -12.9% | -9.4% |
| 6M | -11.8% | -2.8% | -9.0% | -14.6% |
| YTD | -22.5% | -23.4% | +0.9% | -6.1% |
| 1Y | -45.9% | -41.5% | -4.4% | -12.5% |
| 3Y | +117.4% | -19.2% | +136.6% | +97.3% |
| 5Y | -29.4% | -9.4% | -20.0% | -52.6% |
| All | -46.6% | +18.6% | -65.2% | -69.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 all: compounded portfolio wealth divided by compounded TRI 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…
all analysis · Full analysis span regression · 6 months rolling