+1.2%
NOW vs COIN
-33.0%
+34.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.3% |
| 7D | -9.9% | -10.6% | +0.7% | -7.8% |
| 30D | +2.8% | +16.0% | -13.1% | -0.4% |
| 3M | +23.7% | +11.9% | +11.8% | +20.0% |
| 6M | +12.5% | -12.3% | +24.8% | +14.2% |
| YTD | -14.4% | -23.8% | +9.4% | -11.8% |
| 1Y | -29.0% | -45.4% | +16.4% | -22.5% |
| 3Y | +9.3% | +109.9% | -100.6% | -22.4% |
| 5Y | +1.2% | -30.6% | +31.8% | -6.7% |
| All | +1.2% | -33.0% | +34.3% | -6.7% |
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