+143.3%
DELL vs COIN
-52.5%
+195.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +4.2% | -13.0% | -9.7% |
| 7D | -24.6% | -6.7% | -17.9% | -23.5% |
| 30D | -32.5% | -19.5% | -13.0% | -29.7% |
| 3M | -20.2% | +0.5% | -20.7% | -21.2% |
| 6M | +76.5% | -25.4% | +101.8% | +83.7% |
| YTD | +198.9% | -33.0% | +231.9% | +209.7% |
| 1Y | +143.3% | -50.7% | +194.0% | +182.9% |
| All | +143.3% | -52.5% | +195.8% | +182.9% |
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