+1,285.8%
WDC vs COIN
+113.7%
+1,172.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -5.5% |
| 3M | -15.5% | +9.2% | -24.7% | -18.1% |
| 6M | +66.5% | -11.8% | +78.2% | +67.3% |
| YTD | +159.9% | -22.5% | +182.4% | +164.7% |
| 1Y | +366.0% | -45.9% | +411.9% | +406.7% |
| 3Y | +1,285.8% | +117.4% | +1,168.4% | +1,049.5% |
| All | +1,285.8% | +113.7% | +1,172.1% | +1,049.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling