-39.8%
COIN vs HST
+38.1%
-77.9%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.3% | -4.5% | -4.3% |
| 7D | +3.4% | -1.0% | +4.4% | +3.8% |
| 30D | +23.2% | -12.3% | +35.4% | +30.5% |
| 3M | +12.5% | -6.4% | +18.9% | +15.5% |
| 6M | -11.6% | +15.0% | -26.6% | -20.4% |
| YTD | -18.4% | +30.5% | -48.9% | -28.6% |
| 1Y | -39.8% | +35.7% | -75.5% | -43.5% |
| All | -39.8% | +38.1% | -77.9% | -43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 1y: compounded portfolio wealth divided by compounded HST 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…
1y analysis · Full analysis span regression · 6 months rolling