-39.8%
COIN vs USHY
+4.6%
-44.4%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | 0.0% | -4.2% | -4.0% |
| 7D | +3.4% | -0.1% | +3.5% | +4.8% |
| 30D | +23.2% | +0.1% | +23.1% | +23.1% |
| 3M | +12.5% | +0.8% | +11.7% | +6.7% |
| 6M | -11.6% | +1.7% | -13.4% | -19.5% |
| YTD | -18.4% | +2.5% | -20.8% | -29.3% |
| 1Y | -39.8% | +4.4% | -44.2% | -54.0% |
| All | -39.8% | +4.6% | -44.4% | -54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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