-27.8%
COIN vs WWD
+184.1%
-212.0%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.4% | +0.8% |
| 7D | -5.1% | -2.6% | -2.5% | -3.3% |
| 30D | +17.6% | -6.9% | +24.5% | +23.1% |
| 3M | +9.2% | -13.0% | +22.3% | +18.8% |
| 6M | -11.8% | -12.5% | +0.7% | -6.5% |
| YTD | -22.5% | +11.8% | -34.3% | -33.7% |
| 1Y | -45.9% | +41.1% | -87.0% | -63.0% |
| 3Y | +117.4% | +163.1% | -45.7% | -20.6% |
| All | -27.8% | +184.1% | -212.0% | -78.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 5y: compounded portfolio wealth divided by compounded WWD 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…
5y analysis · Full analysis span regression · 6 months rolling