-39.8%
COIN vs WU
-8.3%
-31.5%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.0% | -3.2% | -3.9% |
| 7D | +3.4% | -0.8% | +4.2% | +3.6% |
| 30D | +23.2% | -1.1% | +24.3% | +23.5% |
| 3M | +12.5% | -3.9% | +16.4% | +12.8% |
| 6M | -11.6% | -20.7% | +9.0% | -7.2% |
| YTD | -18.4% | -18.4% | 0.0% | -15.3% |
| 1Y | -39.8% | -8.1% | -31.8% | -42.1% |
| All | -39.8% | -8.3% | -31.5% | -42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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