-47.5%
COIN vs WU
-59.0%
+11.5%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.0% |
| 7D | -10.6% | -5.0% | -5.6% | -8.1% |
| 30D | +16.0% | -2.3% | +18.2% | +17.2% |
| 3M | +11.9% | -3.2% | +15.1% | +11.8% |
| 6M | -12.3% | -25.0% | +12.7% | +0.7% |
| YTD | -23.8% | -21.7% | -2.2% | -15.4% |
| 1Y | -45.4% | -9.0% | -36.4% | -45.2% |
| 3Y | +109.9% | -28.9% | +138.7% | +137.5% |
| 5Y | -30.6% | -51.0% | +20.4% | -5.1% |
| All | -47.5% | -59.0% | +11.5% | -24.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling