+147.5%
WMT vs COIN
-54.0%
+201.5%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | +1.3% |
| 7D | 0.0% | -5.1% | +5.1% | +0.1% |
| 30D | -7.4% | +17.6% | -25.0% | -7.9% |
| 3M | -10.9% | +9.2% | -20.1% | -11.2% |
| 6M | -12.7% | -11.8% | -0.9% | -12.7% |
| YTD | -3.2% | -22.5% | +19.3% | -3.0% |
| 1Y | +5.3% | -45.9% | +51.2% | +6.5% |
| 3Y | +101.9% | +117.4% | -15.5% | +90.5% |
| 5Y | +134.6% | -29.4% | +164.0% | +116.7% |
| All | +147.5% | -54.0% | +201.5% | +129.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling