+72.4%
V vs COIN
-54.1%
+126.5%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.0% | -0.2% |
| 7D | -2.9% | -0.1% | -2.8% | -2.9% |
| 30D | +1.9% | +17.5% | -15.6% | +0.5% |
| 3M | +13.2% | +12.4% | +0.9% | +11.8% |
| 6M | +16.7% | -12.5% | +29.3% | +16.9% |
| YTD | +5.4% | -22.7% | +28.1% | +6.0% |
| 1Y | +7.7% | -45.2% | +52.8% | +10.7% |
| 3Y | +52.0% | +112.8% | -60.8% | +32.1% |
| 5Y | +67.7% | -31.9% | +99.6% | +47.5% |
| All | +72.4% | -54.1% | +126.5% | +48.8% |
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 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