-50.7%
COIN vs WMB
+22.7%
-73.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -6.4% | +10.5% | +3.4% |
| 7D | -6.7% | -8.6% | +2.0% | -7.7% |
| 30D | -19.5% | -4.2% | -15.3% | -19.6% |
| 3M | +0.5% | -4.4% | +4.9% | -0.1% |
| 6M | -25.4% | -8.7% | -16.7% | -25.7% |
| YTD | -33.0% | +15.4% | -48.4% | -41.9% |
| 1Y | -50.7% | +23.7% | -74.4% | -62.5% |
| All | -50.7% | +22.7% | -73.4% | -62.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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