+23.2%
NOW vs COIN
-53.0%
+76.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -3.1% | -1.9% | -4.4% |
| 7D | -6.1% | +1.2% | -7.3% | -6.3% |
| 30D | +7.5% | +16.5% | -9.0% | +4.0% |
| 3M | +17.5% | +10.4% | +7.2% | +14.4% |
| 6M | +7.9% | -9.3% | +17.2% | +8.8% |
| YTD | -12.4% | -20.9% | +8.5% | -10.5% |
| 1Y | -28.6% | -40.8% | +12.2% | -23.5% |
| 3Y | +11.8% | +118.0% | -106.2% | -20.1% |
| 5Y | +2.6% | -30.7% | +33.3% | -14.4% |
| All | +23.2% | -53.0% | +76.2% | +1.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling