-39.8%
COIN vs U
+6.4%
-46.2%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.0% | -3.2% | -3.9% |
| 7D | +3.4% | -3.8% | +7.2% | +4.7% |
| 30D | +23.2% | +17.5% | +5.7% | +16.0% |
| 3M | +12.5% | +38.7% | -26.2% | 0.0% |
| 6M | -11.6% | +104.4% | -116.0% | -30.4% |
| YTD | -18.4% | -5.7% | -12.7% | -22.3% |
| 1Y | -39.8% | +3.7% | -43.5% | -45.6% |
| All | -39.8% | +6.4% | -46.2% | -45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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