+65.5%
COIN vs USAR
+68.6%
-3.0%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.4% | +1.0% | -2.1% |
| 7D | -0.1% | -4.4% | +4.3% | +0.2% |
| 30D | +17.5% | -10.4% | +27.9% | +18.3% |
| 3M | +12.4% | -18.4% | +30.7% | +13.4% |
| 6M | -12.5% | -8.8% | -3.7% | -12.6% |
| YTD | -22.7% | +43.4% | -66.1% | -24.0% |
| 1Y | -45.2% | +21.0% | -66.2% | -45.5% |
| 3Y | +112.8% | +67.7% | +45.1% | +99.5% |
| All | +65.5% | +68.6% | -3.0% | +58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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