+38.4%
IGV vs COIN
+113.7%
-75.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | 0.0% |
| 7D | -2.9% | -5.1% | +2.2% | -2.0% |
| 30D | -1.5% | +17.6% | -19.1% | -4.6% |
| 3M | +11.7% | +9.2% | +2.4% | +9.1% |
| 6M | +18.4% | -11.8% | +30.2% | +19.3% |
| YTD | -3.9% | -22.5% | +18.6% | -2.2% |
| 1Y | -9.7% | -45.9% | +36.2% | -3.1% |
| 3Y | +38.4% | +117.4% | -79.0% | +10.8% |
| All | +38.4% | +113.7% | -75.3% | +10.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling