+25.6%
QQQ vs COIN
-38.9%
+64.4%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.2% | +4.4% | +0.8% |
| 7D | +0.4% | +3.4% | -3.0% | -0.2% |
| 30D | +0.2% | +23.2% | -23.0% | -3.0% |
| 3M | -2.8% | +12.5% | -15.3% | -5.1% |
| 6M | +18.0% | -11.6% | +29.6% | +18.3% |
| YTD | +17.3% | -18.4% | +35.7% | +18.8% |
| 1Y | +25.6% | -39.8% | +65.4% | +36.0% |
| All | +25.6% | -38.9% | +64.4% | +36.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling