-50.7%
COIN vs URI
+33.3%
-84.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -4.4% | +8.5% | +4.7% |
| 7D | -6.7% | -4.3% | -2.3% | -6.2% |
| 30D | -19.5% | +4.6% | -24.1% | -20.0% |
| 3M | +0.5% | -2.1% | +2.6% | +0.4% |
| 6M | -25.4% | +21.9% | -47.3% | -28.2% |
| YTD | -33.0% | +39.7% | -72.7% | -42.8% |
| 1Y | -50.7% | +32.9% | -83.6% | -53.7% |
| All | -50.7% | +33.3% | -84.0% | -53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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