+21.6%
NOW vs COIN
-54.0%
+75.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.7% | +0.7% |
| 7D | -6.2% | -5.1% | -1.1% | -5.2% |
| 30D | +6.1% | +17.6% | -11.5% | +2.5% |
| 3M | +28.6% | +9.2% | +19.3% | +25.4% |
| 6M | +14.6% | -11.8% | +26.4% | +16.2% |
| YTD | -13.5% | -22.5% | +9.0% | -11.2% |
| 1Y | -29.4% | -45.9% | +16.5% | -23.0% |
| 3Y | +9.4% | +117.4% | -108.0% | -21.8% |
| 5Y | +2.3% | -29.4% | +31.7% | -14.7% |
| All | +21.6% | -54.0% | +75.6% | +0.5% |
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