-30.6%
COIN vs URI
+196.6%
-227.2%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.9% | +2.5% | +1.3% |
| 7D | -10.6% | -0.5% | -10.1% | -10.4% |
| 30D | +16.0% | -13.4% | +29.3% | +27.9% |
| 3M | +11.9% | -6.2% | +18.1% | +13.8% |
| 6M | -12.3% | +28.0% | -40.3% | -33.9% |
| YTD | -23.8% | +23.0% | -46.8% | -42.2% |
| 1Y | -45.4% | +5.5% | -50.9% | -52.8% |
| 3Y | +109.9% | +119.2% | -9.3% | -8.9% |
| 5Y | -30.6% | +201.0% | -231.7% | -79.5% |
| All | -30.6% | +196.6% | -227.2% | -79.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling