-46.8%
COIN vs HDB
-32.5%
-14.3%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.8% | -0.6% | -1.3% |
| 7D | -0.1% | -4.9% | +4.7% | +2.9% |
| 30D | +17.5% | -5.8% | +23.4% | +21.4% |
| 3M | +12.4% | -5.2% | +17.6% | +14.3% |
| 6M | -12.5% | -25.7% | +13.2% | +3.0% |
| YTD | -22.7% | -39.6% | +16.8% | +3.2% |
| 1Y | -45.2% | -36.9% | -8.3% | -29.3% |
| 3Y | +112.8% | -29.7% | +142.6% | +145.1% |
| 5Y | -31.9% | -37.8% | +5.9% | -26.6% |
| All | -46.8% | -32.5% | -14.3% | -40.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling