+117.4%
COIN vs WEC
+39.2%
+78.2%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | -5.1% | -0.6% | -4.5% | -5.2% |
| 30D | +17.6% | -2.6% | +20.2% | +17.1% |
| 3M | +9.2% | -6.0% | +15.3% | +8.4% |
| 6M | -11.8% | -5.4% | -6.3% | -12.4% |
| YTD | -22.5% | +2.5% | -25.0% | -22.1% |
| 1Y | -45.9% | -0.7% | -45.2% | -45.7% |
| 3Y | +117.4% | +38.7% | +78.7% | +123.5% |
| All | +117.4% | +39.2% | +78.2% | +123.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 3y: compounded portfolio wealth divided by compounded WEC 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…
3y analysis · Full analysis span regression · 6 months rolling