-27.8%
COIN vs ALHC
-32.8%
+5.0%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.2% | +2.9% | +2.0% |
| 7D | -5.1% | -6.9% | +1.8% | -3.4% |
| 30D | +17.6% | -6.7% | +24.3% | +19.3% |
| 3M | +9.2% | -37.7% | +46.9% | +21.2% |
| 6M | -11.8% | -30.0% | +18.2% | -7.6% |
| YTD | -22.5% | -36.2% | +13.7% | -16.9% |
| 1Y | -45.9% | -22.9% | -23.0% | -45.2% |
| 3Y | +117.4% | +138.4% | -21.0% | +27.8% |
| All | -27.8% | -32.8% | +5.0% | -46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 5y: compounded portfolio wealth divided by compounded ALHC 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…
5y analysis · Full analysis span regression · 6 months rolling