+765.5%
WDC vs COIN
-54.0%
+819.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.7% | -4.7% | -3.3% |
| 7D | -4.3% | -5.1% | +0.8% | -3.4% |
| 30D | -1.5% | +17.6% | -19.1% | -5.1% |
| 3M | -15.5% | +9.2% | -24.7% | -17.9% |
| 6M | +66.5% | -11.8% | +78.2% | +67.3% |
| YTD | +159.9% | -22.5% | +182.4% | +164.5% |
| 1Y | +366.0% | -45.9% | +411.9% | +403.6% |
| 3Y | +1,285.8% | +117.4% | +1,168.4% | +990.0% |
| 5Y | +925.6% | -29.4% | +955.0% | +755.1% |
| All | +765.5% | -54.0% | +819.5% | +638.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling