-27.8%
COIN vs TRV
+162.8%
-190.7%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.1% | -0.3% | +1.4% |
| 7D | -5.1% | +1.9% | -7.0% | -5.4% |
| 30D | +17.6% | +1.7% | +15.9% | +17.3% |
| 3M | +9.2% | +23.9% | -14.6% | +5.2% |
| 6M | -11.8% | +26.3% | -38.0% | -15.4% |
| YTD | -22.5% | +30.8% | -53.3% | -26.3% |
| 1Y | -45.9% | +36.3% | -82.2% | -49.1% |
| 3Y | +117.4% | +145.0% | -27.6% | +91.3% |
| All | -27.8% | +162.8% | -190.7% | -38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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