+117.4%
COIN vs WELL
+200.9%
-83.5%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.8% | +1.7% |
| 7D | -5.1% | -0.2% | -4.8% | -5.0% |
| 30D | +17.6% | +2.3% | +15.3% | +16.8% |
| 3M | +9.2% | +12.3% | -3.0% | +4.6% |
| 6M | -11.8% | +15.6% | -27.3% | -16.9% |
| YTD | -22.5% | +28.3% | -50.8% | -30.6% |
| 1Y | -45.9% | +41.9% | -87.8% | -54.4% |
| 3Y | +117.4% | +198.3% | -80.9% | -5.0% |
| All | +117.4% | +200.9% | -83.5% | -5.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling