-46.6%
COIN vs WMB
+293.0%
-339.6%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +1.0% | +1.2% |
| 7D | -5.1% | -1.0% | -4.0% | -4.5% |
| 30D | +17.6% | -0.4% | +18.0% | +16.7% |
| 3M | +9.2% | +3.2% | +6.0% | +3.6% |
| 6M | -11.8% | +0.1% | -11.8% | -14.8% |
| YTD | -22.5% | +23.9% | -46.4% | -37.9% |
| 1Y | -45.9% | +27.6% | -73.5% | -58.1% |
| 3Y | +117.4% | +141.9% | -24.5% | +2.0% |
| 5Y | -29.4% | +273.8% | -303.2% | -71.0% |
| All | -46.6% | +293.0% | -339.6% | -81.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling