-59.8%
COIN vs USB
+35.9%
-95.7%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.6% | -2.6% |
| 7D | -9.2% | +1.4% | -10.6% | -10.1% |
| 30D | -26.3% | +6.4% | -32.8% | -30.0% |
| 3M | -11.1% | -4.5% | -6.7% | -8.1% |
| 6M | -34.3% | +11.4% | -45.7% | -40.8% |
| YTD | -41.6% | +17.1% | -58.7% | -49.6% |
| 1Y | -58.4% | +32.6% | -91.0% | -67.8% |
| 3Y | +42.2% | +101.8% | -59.6% | -17.6% |
| 5Y | -59.8% | +25.1% | -84.9% | -69.0% |
| All | -59.8% | +35.9% | -95.7% | -69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 10y: compounded portfolio wealth divided by compounded USB 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…
10y analysis · Full analysis span regression · 6 months rolling