+12.3%
QQQ vs COIN
-52.5%
+64.8%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.2% | -3.2% | +0.4% |
| 7D | -4.6% | -6.7% | +2.0% | -3.8% |
| 30D | -8.5% | -19.5% | +11.0% | -6.0% |
| 3M | -4.3% | +0.5% | -4.8% | -5.2% |
| 6M | +3.1% | -25.4% | +28.4% | +5.8% |
| YTD | +13.0% | -33.0% | +46.0% | +17.1% |
| 1Y | +12.3% | -50.7% | +63.0% | +23.6% |
| All | +12.3% | -52.5% | +64.8% | +23.6% |
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