+177.1%
XLK vs COIN
-54.0%
+231.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | +1.1% |
| 7D | +0.2% | -5.1% | +5.3% | +1.0% |
| 30D | -0.6% | +17.6% | -18.2% | -3.4% |
| 3M | +2.6% | +9.2% | -6.7% | +0.4% |
| 6M | +34.0% | -11.8% | +45.7% | +34.6% |
| YTD | +30.7% | -22.5% | +53.2% | +32.6% |
| 1Y | +39.2% | -45.9% | +85.1% | +48.1% |
| 3Y | +120.4% | +117.4% | +3.0% | +77.0% |
| 5Y | +148.8% | -29.4% | +178.2% | +112.4% |
| All | +177.1% | -54.0% | +231.1% | +133.7% |
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