-46.6%
COIN vs U
-56.9%
+10.3%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.5% | -2.8% | -0.7% |
| 7D | -5.1% | +5.5% | -10.6% | -7.9% |
| 30D | +17.6% | -1.3% | +18.9% | +18.2% |
| 3M | +9.2% | +64.6% | -55.3% | -18.4% |
| 6M | -11.8% | +119.4% | -131.1% | -45.0% |
| YTD | -22.5% | -0.5% | -22.0% | -29.7% |
| 1Y | -45.9% | +1.3% | -47.2% | -52.5% |
| 3Y | +117.4% | +15.6% | +101.8% | +49.1% |
| 5Y | -29.4% | -67.5% | +38.0% | -19.4% |
| All | -46.6% | -56.9% | +10.3% | -43.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling