+87.6%
SMH vs COIN
-45.1%
+132.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.3% | +1.1% |
| 7D | +0.3% | -5.1% | +5.3% | +1.3% |
| 30D | -2.8% | +17.6% | -20.4% | -6.6% |
| 3M | -6.7% | +9.2% | -16.0% | -9.3% |
| 6M | +41.8% | -11.8% | +53.5% | +42.8% |
| YTD | +57.9% | -22.5% | +80.4% | +64.6% |
| 1Y | +87.6% | -45.9% | +133.5% | +121.1% |
| All | +87.6% | -45.1% | +132.7% | +121.1% |
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