+117.4%
COIN vs HD
+1.3%
+116.1%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.7% | +1.2% |
| 7D | -5.1% | -3.8% | -1.2% | -3.1% |
| 30D | +17.6% | -9.4% | +27.0% | +23.8% |
| 3M | +9.2% | -4.6% | +13.8% | +11.4% |
| 6M | -11.8% | -10.1% | -1.7% | -7.0% |
| YTD | -22.5% | -8.3% | -14.2% | -20.2% |
| 1Y | -45.9% | -25.0% | -20.9% | -35.7% |
| 3Y | +117.4% | +1.5% | +115.8% | +106.5% |
| All | +117.4% | +1.3% | +116.1% | +106.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 3y: compounded portfolio wealth divided by compounded HD 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…
3y analysis · Full analysis span regression · 6 months rolling