+1,229.1%
DELL vs COIN
-54.0%
+1,283.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.7% | +10.2% | +11.7% |
| 7D | +8.2% | -5.1% | +13.3% | +9.1% |
| 30D | +17.1% | +17.6% | -0.5% | +13.8% |
| 3M | +45.2% | +9.2% | +35.9% | +41.9% |
| 6M | +286.8% | -11.8% | +298.5% | +288.3% |
| YTD | +354.8% | -22.5% | +377.3% | +361.5% |
| 1Y | +358.3% | -45.9% | +404.2% | +389.4% |
| 3Y | +724.9% | +117.4% | +607.5% | +602.9% |
| 5Y | +1,193.7% | -29.4% | +1,223.1% | +997.9% |
| All | +1,229.1% | -54.0% | +1,283.1% | +1,029.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling