-46.6%
COIN vs WPM
+299.7%
-346.3%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.1% | -0.4% | +0.8% |
| 7D | -5.1% | -0.6% | -4.5% | -4.9% |
| 30D | +17.6% | +14.4% | +3.2% | +11.2% |
| 3M | +9.2% | +37.0% | -27.7% | -4.2% |
| 6M | -11.8% | +4.1% | -15.9% | -14.0% |
| YTD | -22.5% | +31.7% | -54.2% | -31.7% |
| 1Y | -45.9% | +44.2% | -90.1% | -54.4% |
| 3Y | +117.4% | +265.5% | -148.1% | +12.8% |
| 5Y | -29.4% | +262.5% | -291.9% | -65.1% |
| All | -46.6% | +299.7% | -346.3% | -73.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling