-2.7%
SMCI vs COIN
-38.9%
+36.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -4.2% | +8.7% | +6.2% |
| 7D | +6.8% | +3.4% | +3.4% | +4.9% |
| 30D | +30.6% | +23.2% | +7.4% | +19.0% |
| 3M | -15.6% | +12.5% | -28.1% | -21.0% |
| 6M | +21.3% | -11.6% | +32.9% | +24.5% |
| YTD | +35.3% | -18.4% | +53.6% | +39.9% |
| 1Y | -2.7% | -39.8% | +37.1% | +23.9% |
| All | -2.7% | -38.9% | +36.1% | +23.9% |
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