+10.6%
UNH vs COIN
-54.0%
+64.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.7% | -4.1% | -2.4% |
| 7D | -4.5% | -5.1% | +0.5% | -4.4% |
| 30D | -6.5% | +17.6% | -24.1% | -7.0% |
| 3M | -6.0% | +9.2% | -15.2% | -6.3% |
| 6M | +33.7% | -11.8% | +45.4% | +33.6% |
| YTD | +16.4% | -22.5% | +38.9% | +16.4% |
| 1Y | +10.1% | -45.9% | +56.0% | +10.7% |
| 3Y | -16.3% | +117.4% | -133.7% | -19.2% |
| 5Y | +2.1% | -29.4% | +31.5% | -0.5% |
| All | +10.6% | -54.0% | +64.6% | +7.5% |
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