-50.7%
COIN vs WSM
+44.0%
-94.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +6.5% | -2.3% | +0.8% |
| 7D | -6.7% | +8.0% | -14.7% | -10.4% |
| 30D | -19.5% | +13.5% | -33.0% | -24.8% |
| 3M | +0.5% | +8.8% | -8.3% | -4.5% |
| 6M | -25.4% | +54.7% | -80.1% | -43.0% |
| YTD | -33.0% | +53.3% | -86.3% | -47.0% |
| 1Y | -50.7% | +41.1% | -91.8% | -58.7% |
| All | -50.7% | +44.0% | -94.7% | -58.7% |
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