-57.0%
COIN vs USB
+31.5%
-88.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.4% | -3.7% | -3.9% |
| 7D | -4.5% | +1.2% | -5.7% | -5.2% |
| 30D | -28.1% | +6.3% | -34.4% | -30.4% |
| 3M | -12.3% | -6.1% | -6.2% | -9.1% |
| 6M | -37.1% | +13.0% | -50.1% | -43.0% |
| YTD | -42.2% | +16.6% | -58.8% | -49.4% |
| 1Y | -57.0% | +31.1% | -88.1% | -66.5% |
| All | -57.0% | +31.5% | -88.5% | -66.5% |
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