-27.8%
COIN vs BBWI
-67.2%
+39.4%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.4% | -4.7% | -1.3% |
| 7D | -5.1% | -4.8% | -0.3% | -3.0% |
| 30D | +17.6% | +3.5% | +14.1% | +14.0% |
| 3M | +9.2% | -0.3% | +9.6% | +6.2% |
| 6M | -11.8% | -5.4% | -6.4% | -13.6% |
| YTD | -22.5% | -4.7% | -17.8% | -25.0% |
| 1Y | -45.9% | -30.5% | -15.4% | -39.6% |
| 3Y | +117.4% | -44.3% | +161.7% | +146.5% |
| All | -27.8% | -67.2% | +39.4% | +18.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling