-50.7%
COIN vs BBWI
+2.4%
-53.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.1% | 0.0% | +3.1% |
| 7D | -6.7% | +8.8% | -15.4% | -8.7% |
| 30D | -19.5% | +34.8% | -54.3% | -25.7% |
| 3M | +0.5% | +12.9% | -12.4% | -3.3% |
| 6M | -25.4% | +29.6% | -54.9% | -32.1% |
| YTD | -33.0% | +20.8% | -53.8% | -37.0% |
| 1Y | -50.7% | +4.1% | -54.8% | -52.1% |
| All | -50.7% | +2.4% | -53.1% | -52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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