+920.9%
SMCI vs COIN
-54.0%
+974.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.7% | +5.5% | +6.8% |
| 7D | +1.3% | -5.1% | +6.4% | +2.7% |
| 30D | +6.6% | +17.6% | -11.0% | +1.8% |
| 3M | +25.4% | +9.2% | +16.2% | +21.0% |
| 6M | +26.1% | -11.8% | +37.9% | +28.5% |
| YTD | +37.0% | -22.5% | +59.5% | +42.3% |
| 1Y | -8.8% | -45.9% | +37.1% | +3.1% |
| 3Y | +44.6% | +117.4% | -72.8% | +21.0% |
| 5Y | +995.9% | -29.4% | +1,025.3% | +865.5% |
| All | +920.9% | -54.0% | +974.9% | +785.6% |
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 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