-39.8%
COIN vs WSM
+19.9%
-59.7%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +2.1% | -6.3% | -5.0% |
| 7D | +3.4% | -3.3% | +6.6% | +4.7% |
| 30D | +23.2% | -8.4% | +31.6% | +27.5% |
| 3M | +12.5% | +9.7% | +2.8% | +6.8% |
| 6M | -11.6% | +16.7% | -28.3% | -19.3% |
| YTD | -18.4% | +28.7% | -47.0% | -26.8% |
| 1Y | -39.8% | +13.7% | -53.5% | -44.5% |
| All | -39.8% | +19.9% | -59.7% | -44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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