-46.6%
COIN vs WY
-26.2%
-20.4%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.4% | +1.5% |
| 7D | -5.1% | -4.2% | -0.9% | -1.6% |
| 30D | +17.6% | -10.1% | +27.7% | +28.6% |
| 3M | +9.2% | -8.5% | +17.7% | +14.8% |
| 6M | -11.8% | -3.3% | -8.4% | -13.0% |
| YTD | -22.5% | -4.4% | -18.1% | -24.6% |
| 1Y | -45.9% | -11.5% | -34.4% | -43.4% |
| 3Y | +117.4% | -24.3% | +141.7% | +154.5% |
| 5Y | -29.4% | -21.3% | -8.1% | -4.8% |
| All | -46.6% | -26.2% | -20.4% | -23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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