+64.5%
TXN vs COIN
-54.0%
+118.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.7% | +2.1% | +3.6% |
| 7D | +4.0% | -5.1% | +9.1% | +4.6% |
| 30D | -2.9% | +17.6% | -20.4% | -5.1% |
| 3M | -9.1% | +9.2% | -18.3% | -10.7% |
| 6M | +36.6% | -11.8% | +48.4% | +36.9% |
| YTD | +57.5% | -22.5% | +80.0% | +58.9% |
| 1Y | +49.5% | -45.9% | +95.4% | +57.3% |
| 3Y | +76.5% | +117.4% | -40.8% | +45.0% |
| 5Y | +62.4% | -29.4% | +91.8% | +38.1% |
| All | +64.5% | -54.0% | +118.5% | +37.4% |
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