-45.9%
COIN vs HTZ
-93.0%
+47.1%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -6.1% | +2.0% | -2.7% |
| 7D | -4.5% | -14.0% | +9.5% | -1.4% |
| 30D | -28.1% | -19.8% | -8.3% | -24.9% |
| 3M | -12.3% | -45.0% | +32.7% | -1.5% |
| 6M | -37.1% | -73.2% | +36.1% | -20.5% |
| YTD | -42.2% | -70.0% | +27.8% | -30.7% |
| 1Y | -57.0% | -75.7% | +18.7% | -45.8% |
| 3Y | +40.6% | -82.1% | +122.7% | +60.8% |
| 5Y | -61.9% | -94.3% | +32.4% | -29.0% |
| All | -45.9% | -93.0% | +47.1% | -1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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