-27.8%
COIN vs WBD
+6.4%
-34.2%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +2.0% |
| 7D | -5.1% | -0.7% | -4.3% | -4.7% |
| 30D | +17.6% | +1.4% | +16.2% | +16.8% |
| 3M | +9.2% | +4.4% | +4.9% | +6.4% |
| 6M | -11.8% | +0.8% | -12.6% | -12.4% |
| YTD | -22.5% | -2.7% | -19.8% | -21.7% |
| 1Y | -45.9% | +73.4% | -119.3% | -59.8% |
| 3Y | +117.4% | +142.1% | -24.8% | +19.5% |
| All | -27.8% | +6.4% | -34.2% | -41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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