-30.6%
COIN vs HAS
+12.1%
-42.7%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.7% | -2.3% |
| 7D | -10.6% | -3.1% | -7.5% | -8.6% |
| 30D | +16.0% | -6.4% | +22.3% | +21.3% |
| 3M | +11.9% | +10.4% | +1.5% | +3.7% |
| 6M | -12.3% | -3.7% | -8.7% | -11.4% |
| YTD | -23.8% | +12.5% | -36.3% | -32.2% |
| 1Y | -45.4% | +19.8% | -65.2% | -53.9% |
| 3Y | +109.9% | +46.0% | +63.9% | +44.5% |
| 5Y | -30.6% | +12.5% | -43.1% | -26.4% |
| All | -30.6% | +12.1% | -42.7% | -26.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling