+74.5%
META vs COIN
-32.9%
+107.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -2.4% | +8.9% | +7.0% |
| 7D | +10.3% | -0.1% | +10.4% | +10.1% |
| 30D | +9.9% | +17.5% | -7.6% | +5.8% |
| 3M | +11.9% | +12.4% | -0.4% | +8.1% |
| 6M | +1.2% | -12.5% | +13.7% | +1.6% |
| YTD | -0.8% | -22.7% | +21.9% | +0.6% |
| 1Y | -14.3% | -45.2% | +30.8% | -7.6% |
| 3Y | +121.4% | +112.8% | +8.5% | +54.2% |
| 5Y | +74.5% | -31.9% | +106.3% | +46.7% |
| All | +74.5% | -32.9% | +107.3% | +46.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling