+113.7%
COIN vs URI
+116.5%
-2.8%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.9% | +2.5% | +0.7% |
| 7D | -10.6% | -0.5% | -10.1% | -10.5% |
| 30D | +16.0% | -13.4% | +29.3% | +25.0% |
| 3M | +11.9% | -6.2% | +18.1% | +13.5% |
| 6M | -12.3% | +28.0% | -40.3% | -30.1% |
| YTD | -23.8% | +23.0% | -46.8% | -39.0% |
| 1Y | -45.4% | +5.5% | -50.9% | -50.8% |
| All | +113.7% | +116.5% | -2.8% | +21.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling