-45.9%
COIN vs IWF
+7.1%
-53.0%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +0.1% |
| 7D | -5.1% | -0.9% | -4.2% | -3.1% |
| 30D | +17.6% | -1.7% | +19.3% | +22.6% |
| 3M | +9.2% | +0.7% | +8.6% | +7.4% |
| 6M | -11.8% | +8.6% | -20.3% | -26.9% |
| YTD | -22.5% | +3.5% | -26.0% | -27.4% |
| 1Y | -45.9% | +7.0% | -52.9% | -51.6% |
| All | -45.9% | +7.1% | -53.0% | -51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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