-45.4%
COIN vs USB
+31.1%
-76.4%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.9% | -1.7% |
| 7D | -10.6% | -1.8% | -8.8% | -9.7% |
| 30D | +16.0% | -2.9% | +18.9% | +17.6% |
| 3M | +11.9% | +10.8% | +1.1% | +3.1% |
| 6M | -12.3% | +22.4% | -34.7% | -27.1% |
| YTD | -23.8% | +19.2% | -43.0% | -33.9% |
| 1Y | -45.4% | +31.9% | -77.3% | -56.6% |
| All | -45.4% | +31.1% | -76.4% | -56.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling