-46.6%
COIN vs HIG
+128.9%
-175.5%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.1% | +1.9% |
| 7D | -5.1% | -1.5% | -3.6% | -4.4% |
| 30D | +17.6% | -0.4% | +17.9% | +17.5% |
| 3M | +9.2% | +6.7% | +2.6% | +5.0% |
| 6M | -11.8% | +2.0% | -13.7% | -13.7% |
| YTD | -22.5% | +0.3% | -22.8% | -23.7% |
| 1Y | -45.9% | +4.2% | -50.1% | -48.3% |
| 3Y | +117.4% | +102.2% | +15.2% | +36.8% |
| 5Y | -29.4% | +118.5% | -147.9% | -57.5% |
| All | -46.6% | +128.9% | -175.5% | -67.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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