+7.0%
WMT vs COIN
-38.9%
+45.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.2% | +3.0% | -1.4% |
| 7D | +3.9% | +3.4% | +0.6% | +4.2% |
| 30D | -4.4% | +23.2% | -27.6% | -3.1% |
| 3M | -8.8% | +12.5% | -21.3% | -7.7% |
| 6M | -15.6% | -11.6% | -4.0% | -15.4% |
| YTD | -3.2% | -18.4% | +15.1% | -3.3% |
| 1Y | +7.0% | -39.8% | +46.9% | +4.5% |
| All | +7.0% | -38.9% | +45.9% | +4.5% |
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 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