-45.5%
COIN vs URI
+224.2%
-269.7%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.6% | -3.4% |
| 7D | +1.2% | +2.5% | -1.3% | -0.5% |
| 30D | +16.5% | -12.5% | +29.0% | +27.3% |
| 3M | +10.4% | -6.2% | +16.6% | +12.4% |
| 6M | -9.3% | +25.9% | -35.1% | -29.5% |
| YTD | -20.9% | +26.2% | -47.1% | -40.1% |
| 1Y | -40.8% | +5.5% | -46.3% | -48.2% |
| 3Y | +118.0% | +125.0% | -7.0% | -0.6% |
| 5Y | -30.7% | +210.4% | -241.1% | -77.7% |
| All | -45.5% | +224.2% | -269.7% | -82.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling