+56.0%
COIN vs USB
+89.5%
-33.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.0% |
| 7D | -6.1% | 0.0% | -6.1% | -6.0% |
| 30D | -24.5% | +5.8% | -30.3% | -28.6% |
| 3M | -7.3% | -6.0% | -1.4% | -2.1% |
| 6M | -31.9% | +7.8% | -39.7% | -38.1% |
| YTD | -40.4% | +14.6% | -55.0% | -49.6% |
| 1Y | -54.4% | +31.8% | -86.1% | -67.0% |
| 3Y | +56.0% | +91.5% | -35.5% | -4.3% |
| All | +56.0% | +89.5% | -33.5% | -4.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling