+27.0%
UNH vs COIN
-52.5%
+79.5%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.2% | -2.9% | +0.8% |
| 7D | +0.6% | -6.7% | +7.2% | +1.1% |
| 30D | +8.1% | -19.5% | +27.6% | +10.0% |
| 3M | +1.1% | +0.5% | +0.6% | +0.1% |
| 6M | +11.7% | -25.4% | +37.1% | +13.8% |
| YTD | +26.5% | -33.0% | +59.5% | +25.7% |
| 1Y | +27.0% | -50.7% | +77.7% | +30.8% |
| All | +27.0% | -52.5% | +79.5% | +30.8% |
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