-39.8%
COIN vs UL
-8.6%
-31.2%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.1% | -4.1% | -4.2% |
| 7D | +3.4% | -1.3% | +4.7% | +3.1% |
| 30D | +23.2% | +0.5% | +22.7% | +23.1% |
| 3M | +12.5% | +17.6% | -5.1% | +19.6% |
| 6M | -11.6% | -5.4% | -6.3% | -14.7% |
| YTD | -18.4% | +0.7% | -19.1% | -18.9% |
| 1Y | -39.8% | -9.3% | -30.6% | -36.4% |
| All | -39.8% | -8.6% | -31.2% | -36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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