-45.9%
COIN vs WFC
+15.0%
-60.9%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.3% |
| 7D | -5.1% | +0.4% | -5.4% | -5.2% |
| 30D | +17.6% | +1.5% | +16.1% | +16.7% |
| 3M | +9.2% | +10.2% | -1.0% | +3.6% |
| 6M | -11.8% | +18.8% | -30.6% | -22.8% |
| YTD | -22.5% | -1.5% | -21.0% | -19.8% |
| 1Y | -45.9% | +13.5% | -59.4% | -46.3% |
| All | -45.9% | +15.0% | -60.9% | -46.3% |
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