+125.7%
COIN vs USB
+101.7%
+24.0%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.3% | -3.9% | -3.9% |
| 7D | +3.4% | +1.4% | +1.9% | +1.9% |
| 30D | +23.2% | -1.3% | +24.5% | +24.0% |
| 3M | +12.5% | +15.2% | -2.7% | -3.5% |
| 6M | -11.6% | +18.8% | -30.5% | -27.1% |
| YTD | -18.4% | +21.0% | -39.4% | -33.9% |
| 1Y | -39.8% | +34.0% | -73.8% | -56.3% |
| All | +125.7% | +101.7% | +24.0% | +20.8% |
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 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