+115.9%
META vs COIN
-54.0%
+169.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.2% | +0.2% |
| 7D | +5.1% | -5.1% | +10.1% | +6.1% |
| 30D | +12.0% | +17.6% | -5.6% | +7.9% |
| 3M | +14.1% | +9.2% | +4.9% | +10.9% |
| 6M | -0.9% | -11.8% | +10.9% | -0.6% |
| YTD | -1.7% | -22.5% | +20.8% | -0.3% |
| 1Y | -13.4% | -45.9% | +32.5% | -6.5% |
| 3Y | +112.6% | +117.4% | -4.8% | +50.0% |
| 5Y | +72.6% | -29.4% | +102.0% | +35.0% |
| All | +115.9% | -54.0% | +169.9% | +61.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling