-37.6%
SMCI vs COIN
-52.5%
+15.0%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +4.2% | -9.9% | -7.2% |
| 7D | -17.3% | -6.7% | -10.7% | -15.4% |
| 30D | -31.5% | -19.5% | -12.0% | -26.1% |
| 3M | -6.6% | +0.5% | -7.1% | -9.2% |
| 6M | +6.0% | -25.4% | +31.4% | +14.6% |
| YTD | +1.1% | -33.0% | +34.1% | +7.7% |
| 1Y | -37.6% | -50.7% | +13.2% | -23.2% |
| All | -37.6% | -52.5% | +15.0% | -23.2% |
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