-39.8%
COIN vs WFC
+13.8%
-53.7%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.9% | -5.1% | -4.6% |
| 7D | +3.4% | +3.8% | -0.4% | +1.5% |
| 30D | +23.2% | +1.5% | +21.7% | +22.2% |
| 3M | +12.5% | +10.9% | +1.6% | +6.0% |
| 6M | -11.6% | +8.4% | -20.1% | -16.0% |
| YTD | -18.4% | -1.9% | -16.5% | -15.4% |
| 1Y | -39.8% | +12.3% | -52.2% | -40.5% |
| All | -39.8% | +13.8% | -53.7% | -40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WFC.
Daily Out/Under-Performance
Portfolio return minus WFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WFC 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 WFC 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