-50.7%
COIN vs WPM
+38.8%
-89.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +12.0% | -7.8% | -2.6% |
| 7D | -6.7% | +3.9% | -10.6% | -8.8% |
| 30D | -19.5% | -3.5% | -16.0% | -18.0% |
| 3M | +0.5% | +14.1% | -13.6% | -6.9% |
| 6M | -25.4% | +6.2% | -31.6% | -28.2% |
| YTD | -33.0% | +12.4% | -45.4% | -42.4% |
| 1Y | -50.7% | +40.0% | -90.7% | -67.7% |
| All | -50.7% | +38.8% | -89.5% | -67.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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