+29.3%
V vs COIN
-52.5%
+81.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.2% | -0.3% | +3.7% |
| 7D | +9.0% | -6.7% | +15.6% | +9.1% |
| 30D | +18.1% | -19.5% | +37.6% | +18.6% |
| 3M | +18.3% | +0.5% | +17.8% | +18.3% |
| 6M | +34.1% | -25.4% | +59.5% | +34.6% |
| YTD | +25.2% | -33.0% | +58.2% | +25.6% |
| 1Y | +29.3% | -50.7% | +80.0% | +30.8% |
| All | +29.3% | -52.5% | +81.8% | +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