+52.0%
V vs COIN
+110.1%
-58.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.3% | 0.0% |
| 7D | -3.0% | -10.6% | +7.5% | -2.5% |
| 30D | +1.2% | +16.0% | -14.7% | +0.3% |
| 3M | +13.9% | +11.9% | +2.0% | +12.9% |
| 6M | +17.2% | -12.3% | +29.6% | +17.3% |
| YTD | +5.3% | -23.8% | +29.2% | +6.0% |
| 1Y | +9.5% | -45.4% | +54.8% | +12.0% |
| All | +52.0% | +110.1% | -58.1% | +32.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling