-39.8%
COIN vs HAL
+74.7%
-114.5%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.6% | -3.6% | -4.2% |
| 7D | +3.4% | +2.9% | +0.4% | +3.6% |
| 30D | +23.2% | +17.0% | +6.1% | +24.7% |
| 3M | +12.5% | -9.7% | +22.1% | +15.1% |
| 6M | -11.6% | +8.6% | -20.3% | -11.6% |
| YTD | -18.4% | +33.0% | -51.3% | -21.1% |
| 1Y | -39.8% | +68.3% | -108.1% | -39.5% |
| All | -39.8% | +74.7% | -114.5% | -39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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