-46.6%
COIN vs HDB
-28.6%
-18.0%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.9% | -5.1% | -2.3% |
| 7D | -5.1% | +0.7% | -5.8% | -5.6% |
| 30D | +17.6% | +1.0% | +16.6% | +16.5% |
| 3M | +9.2% | -2.0% | +11.2% | +8.9% |
| 6M | -11.8% | -18.1% | +6.3% | -2.1% |
| YTD | -22.5% | -36.1% | +13.6% | 0.0% |
| 1Y | -45.9% | -34.0% | -11.8% | -32.0% |
| 3Y | +117.4% | -26.7% | +144.1% | +144.9% |
| 5Y | -29.4% | -33.9% | +4.5% | -26.5% |
| All | -46.6% | -28.6% | -18.0% | -42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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