+96.2%
SMH vs COIN
-38.9%
+135.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -4.2% | +6.8% | +3.5% |
| 7D | +2.5% | +3.4% | -0.8% | +1.6% |
| 30D | -0.5% | +23.2% | -23.7% | -5.2% |
| 3M | -9.6% | +12.5% | -22.1% | -12.5% |
| 6M | +42.1% | -11.6% | +53.7% | +43.2% |
| YTD | +57.4% | -18.4% | +75.8% | +62.1% |
| 1Y | +96.2% | -39.8% | +136.0% | +127.7% |
| All | +96.2% | -38.9% | +135.1% | +127.7% |
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