-50.7%
COIN vs WELL
+37.3%
-88.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.8% | +1.3% | +4.3% |
| 7D | -6.7% | +9.2% | -15.8% | -6.1% |
| 30D | -19.5% | +10.6% | -30.1% | -19.1% |
| 3M | +0.5% | +7.5% | -7.0% | +1.0% |
| 6M | -25.4% | +15.0% | -40.4% | -23.7% |
| YTD | -33.0% | +35.0% | -68.1% | -31.2% |
| 1Y | -50.7% | +36.5% | -87.2% | -53.1% |
| All | -50.7% | +37.3% | -88.0% | -53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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