+319.1%
DELL vs COIN
-38.9%
+357.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.2% | +5.7% | +2.4% |
| 7D | +14.9% | +3.4% | +11.5% | +14.0% |
| 30D | +13.3% | +23.2% | -9.9% | +8.2% |
| 3M | +24.4% | +12.5% | +11.9% | +20.3% |
| 6M | +258.0% | -11.6% | +269.6% | +261.1% |
| YTD | +320.2% | -18.4% | +338.5% | +323.3% |
| 1Y | +319.1% | -39.8% | +358.9% | +372.7% |
| All | +319.1% | -38.9% | +357.9% | +372.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COIN.
Daily Out/Under-Performance
Portfolio return minus COIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COIN 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 COIN 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