+117.4%
COIN vs WMB
+137.8%
-20.4%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | -5.1% | -1.8% | -3.3% | -4.2% |
| 30D | +17.6% | -1.2% | +18.7% | +17.3% |
| 3M | +9.2% | +2.5% | +6.8% | +4.3% |
| 6M | -11.8% | -0.7% | -11.1% | -14.2% |
| YTD | -22.5% | +23.0% | -45.5% | -37.9% |
| 1Y | -45.9% | +26.7% | -72.6% | -58.3% |
| 3Y | +117.4% | +140.2% | -22.8% | +14.1% |
| All | +117.4% | +137.8% | -20.4% | +14.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling