-46.6%
COIN vs HAS
+15.5%
-62.1%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.2% | +0.7% |
| 7D | -5.1% | -1.1% | -4.0% | -4.4% |
| 30D | +17.6% | -2.8% | +20.4% | +19.8% |
| 3M | +9.2% | +10.1% | -0.9% | +1.5% |
| 6M | -11.8% | -1.4% | -10.4% | -12.3% |
| YTD | -22.5% | +14.2% | -36.7% | -31.6% |
| 1Y | -45.9% | +18.2% | -64.1% | -53.7% |
| 3Y | +117.4% | +48.6% | +68.8% | +48.0% |
| 5Y | -29.4% | +14.2% | -43.6% | -31.9% |
| All | -46.6% | +15.5% | -62.1% | -49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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