+117.4%
COIN vs HRB
+25.9%
+91.5%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.6% |
| 7D | -5.1% | -8.0% | +3.0% | -3.2% |
| 30D | +17.6% | -16.0% | +33.6% | +22.3% |
| 3M | +9.2% | +26.9% | -17.6% | +2.2% |
| 6M | -11.8% | +51.1% | -62.9% | -23.3% |
| YTD | -22.5% | +7.1% | -29.6% | -24.7% |
| 1Y | -45.9% | -9.6% | -36.3% | -44.5% |
| 3Y | +117.4% | +25.4% | +92.0% | +86.3% |
| All | +117.4% | +25.9% | +91.5% | +86.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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