-45.9%
COIN vs IWD
+28.9%
-74.8%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | -0.6% |
| 7D | -5.1% | -0.8% | -4.3% | -3.0% |
| 30D | +17.6% | -0.8% | +18.4% | +20.2% |
| 3M | +9.2% | +6.9% | +2.3% | -9.1% |
| 6M | -11.8% | +18.3% | -30.0% | -46.1% |
| YTD | -22.5% | +22.4% | -44.9% | -56.5% |
| 1Y | -45.9% | +27.4% | -73.3% | -72.7% |
| All | -45.9% | +28.9% | -74.8% | -72.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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