+417.4%
WDC vs COIN
-38.9%
+456.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -4.2% | +10.0% | +6.9% |
| 7D | +1.7% | +3.4% | -1.6% | +0.5% |
| 30D | -10.0% | +23.2% | -33.1% | -15.7% |
| 3M | -18.8% | +12.5% | -31.2% | -22.1% |
| 6M | +79.0% | -11.6% | +90.7% | +81.4% |
| YTD | +171.6% | -18.4% | +189.9% | +181.4% |
| 1Y | +417.4% | -39.8% | +457.2% | +492.7% |
| All | +417.4% | -38.9% | +456.2% | +492.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COIN.
Daily Out/Under-Performance
Portfolio return minus COIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COIN 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 COIN 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