-46.6%
COIN vs HAL
+89.1%
-135.8%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.4% | +1.9% |
| 7D | -5.1% | -3.3% | -1.8% | -4.2% |
| 30D | +17.6% | +8.2% | +9.4% | +14.9% |
| 3M | +9.2% | -9.4% | +18.7% | +11.7% |
| 6M | -11.8% | +0.6% | -12.4% | -13.3% |
| YTD | -22.5% | +28.6% | -51.1% | -29.8% |
| 1Y | -45.9% | +63.9% | -109.8% | -55.1% |
| 3Y | +117.4% | -7.1% | +124.5% | +107.1% |
| 5Y | -29.4% | +102.3% | -131.7% | -40.6% |
| All | -46.6% | +89.1% | -135.8% | -56.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling